Wells Fargo
BTAL icon

Wells Fargo’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Wells Fargo’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
2026
Q1 		$877 Buy
+63
New +$883 ﹤0.01% 6355
2025
Q2 		– Sell
-1
Closed -$13 – 7157
2025
Q1 		$13 Buy
+1
New +$19 ﹤0.01% 6736
2024
Q4 		– Hold
0
– – – 6844
2024
Q3 		– Hold
0
– – – 6697
2024
Q2 		– Sell
-1
Closed -$19 – 6673
2024
Q1 		$12 Sell
1
-226
-100% -$4.1K ﹤0.01% 7244
2023
Q4 		$3.85K Buy
+227
New +$4.51K ﹤0.01% 5995
2023
Q3 		– Hold
0
– – – 7511
2023
Q2 		– Sell
-3,512
Closed -$70.8K – 7536
2023
Q1 		$71.7K Buy
3,512
+2,011
+134% +$40.5K ﹤0.01% 4979
2022
Q4 		$31.8K Buy
1,501
+1,313
+698% +$27.2K ﹤0.01% 5068
2022
Q3 		$4K Buy
188
+187
+18,700% +$3.72K ﹤0.01% 5960
2022
Q2 		$0 Hold
1
– – ﹤0.01% 6832
2022
Q1 		$0 Hold
1
– – ﹤0.01% 7089
2021
Q4 		$0 Hold
1
– – ﹤0.01% 7241
2021
Q3 		$0 Hold
1
– – ﹤0.01% 6987
2021
Q2 		$0 Hold
1
– – ﹤0.01% 6920
2021
Q1 		$0 Hold
1
– – ﹤0.01% 6903
2020
Q4 		$0 Hold
1
– – ﹤0.01% 6500
2020
Q3 		$0 Hold
1
– – ﹤0.01% 6348
2020
Q2 		$0 Hold
1
– – ﹤0.01% 6302
2020
Q1 		$0 Sell
1
-428
-100% -$10.2K ﹤0.01% 6213
2019
Q4 		$10K Buy
+429
New +$9.94K ﹤0.01% 5889

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return