BWM
DALT

Buckley Wealth Management’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Buckley Wealth Management’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
2020
Q4 		– Sell
-13,977
Closed -$119K – 125
2020
Q3 		$119K Buy
+13,977
New +$118K 0.05% 109

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 $215M AUM 26.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Buckley Wealth Management's DALT Position: Q4 2020 in Review

Buckley Wealth Management sold out of Anfield Diversified Alternatives ETF (DALT) in Q4 2020, closing a stake of 13,977 shares — an estimated $119K sold.

Buckley Wealth Management first reported a position in DALT in Q3 2020 and held it in 1 quarter. The position peaked at $119K in Q3 2020. 14 funds tracked by Wall St. Rank hold DALT as of Q4 2020.

  • Buckley Wealth Management reported no remaining Anfield Diversified Alternatives ETF position as of Q4 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 13,977 Anfield Diversified Alternatives ETF shares in Q4 2020, an estimated $119K.
  • Buckley Wealth Management first reported a position in Anfield Diversified Alternatives ETF in Q3 2020 and held it in 1 quarter.
  • Buckley Wealth Management's Anfield Diversified Alternatives ETF position peaked at $119K in Q3 2020.
  • 14 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q4 2020.

Based on Buckley Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.