BPA
DALT

Beacon Pointe Advisors’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Beacon Pointe Advisors’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-26,470
Closed -$257K – 587
2020
Q4 		$257K Hold
26,470
– – 0.02% 407
2020
Q3 		$225K Buy
+26,470
New +$223K 0.02% 353

Other funds holding DALT

ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Pointe Advisors's DALT Position: Q1 2021 in Review

Beacon Pointe Advisors sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2021, closing a stake of 26,470 shares — an estimated $257K sold.

Beacon Pointe Advisors first reported a position in DALT in Q3 2020 and held it in 2 quarters. The position peaked at $257K in Q4 2020. 9 funds tracked by Wall St. Rank hold DALT as of Q1 2021.

  • Beacon Pointe Advisors reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 26,470 Anfield Diversified Alternatives ETF shares in Q1 2021, an estimated $257K.
  • Beacon Pointe Advisors first reported a position in Anfield Diversified Alternatives ETF in Q3 2020 and held it in 2 quarters.
  • Beacon Pointe Advisors's Anfield Diversified Alternatives ETF position peaked at $257K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2021.

Based on Beacon Pointe Advisors's 13F filing for Q1 2021, filed 18 May 2021.