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American Portfolios Advisors’s Affinity Bancshares AFBI Stock Holding History

American Portfolios Advisors’s Portfolio AFBI Stock Details AFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-349
Closed -$4.47K – 2311
2017
Q4 		$4.47K Buy
+349
New +$4.88K ﹤0.01% 1878

Other funds holding AFBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

American Portfolios Advisors's AFBI Position: Q1 2018 in Review

American Portfolios Advisors sold out of Affinity Bancshares (AFBI) in Q1 2018, closing a stake of 349 shares — an estimated $4.47K sold.

American Portfolios Advisors first reported a position in AFBI in Q4 2017 and held it in 1 quarter. The position peaked at $4.47K in Q4 2017. 12 funds tracked by Wall St. Rank hold AFBI as of Q1 2018.

  • American Portfolios Advisors reported no remaining Affinity Bancshares position as of Q1 2018 after selling out during the quarter.
  • American Portfolios Advisors sold 349 Affinity Bancshares shares in Q1 2018, an estimated $4.47K.
  • American Portfolios Advisors first reported a position in Affinity Bancshares in Q4 2017 and held it in 1 quarter.
  • American Portfolios Advisors's Affinity Bancshares position peaked at $4.47K in Q4 2017.
  • 12 funds tracked by Wall St. Rank held Affinity Bancshares as of Q1 2018.

Based on American Portfolios Advisors's 13F filing for Q1 2018, filed 24 Mar 2023.