Capital Advisors Ltd’s AFC Gamma AFCG Stock Holding History

Capital Advisors Ltd’s Portfolio AFCG Stock Details AFCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-88	Closed	-$1K	–	1262
2023 Q1	$1K	Buy	+88	New	+$895	﹤0.01%	970

Other funds holding AFCG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Capital Advisors Ltd's AFCG Position: Q2 2023 in Review

Capital Advisors Ltd sold out of AFC Gamma (AFCG) in Q2 2023, closing a stake of 88 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in AFCG in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 83 funds tracked by Wall St. Rank hold AFCG as of Q2 2023.

Capital Advisors Ltd reported no remaining AFC Gamma position as of Q2 2023 after selling out during the quarter.
Capital Advisors Ltd sold 88 AFC Gamma shares in Q2 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in AFC Gamma in Q1 2023 and held it in 1 quarter.
Capital Advisors Ltd's AFC Gamma position peaked at $1K in Q1 2023.
83 funds tracked by Wall St. Rank held AFC Gamma as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.