Wealth Enhancement Advisory Services
BTAL icon

Wealth Enhancement Advisory Services’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,878
Closed -$415K – 2352
2023
Q3 		$415K Buy
+20,878
New +$395K ﹤0.01% 1541

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Wealth Enhancement Advisory Services's BTAL Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2023, closing a stake of 20,878 shares — an estimated $415K sold.

Wealth Enhancement Advisory Services first reported a position in BTAL in Q3 2023 and held it in 1 quarter. The position peaked at $415K in Q3 2023. 75 funds tracked by Wall St. Rank hold BTAL as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,878 AGF US Market Neutral Anti-Beta Fund shares in Q4 2023, an estimated $415K.
  • Wealth Enhancement Advisory Services first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's AGF US Market Neutral Anti-Beta Fund position peaked at $415K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.