Advisory Alpha’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Advisory Alpha’s Portfolio WLDR Stock Details WLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-72	Closed	-$1K	–	656
2020 Q3	$1K	Buy	+72	New	+$1.47K	﹤0.01%	676

Other funds holding WLDR

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha's WLDR Position: Q4 2020 in Review

Advisory Alpha sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q4 2020, closing a stake of 72 shares — an estimated $1K sold.

Advisory Alpha first reported a position in WLDR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 5 funds tracked by Wall St. Rank hold WLDR as of Q4 2020.

Advisory Alpha reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 72 Simplify Affinity World Leaders Equity ETF shares in Q4 2020, an estimated $1K.
Advisory Alpha first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2020 and held it in 1 quarter.
Advisory Alpha's Simplify Affinity World Leaders Equity ETF position peaked at $1K in Q3 2020.
5 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.