CAM
DALT

Concorde Asset Management’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Concorde Asset 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
2024
Q1 		– Sell
-37,154
Closed -$320K – 179
2023
Q4 		$320K Hold
37,154
– – 0.22% 95
2023
Q3 		$315K Buy
+37,154
New +$322K 0.28% 84

Other funds holding DALT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Concorde Asset Management's DALT Position: Q1 2024 in Review

Concorde Asset Management sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2024, closing a stake of 37,154 shares — an estimated $320K sold.

Concorde Asset Management first reported a position in DALT in Q3 2023 and held it in 2 quarters. The position peaked at $320K in Q4 2023. 20 funds tracked by Wall St. Rank hold DALT as of Q1 2024.

  • Concorde Asset Management reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2024 after selling out during the quarter.
  • Concorde Asset Management sold 37,154 Anfield Diversified Alternatives ETF shares in Q1 2024, an estimated $320K.
  • Concorde Asset Management first reported a position in Anfield Diversified Alternatives ETF in Q3 2023 and held it in 2 quarters.
  • Concorde Asset Management's Anfield Diversified Alternatives ETF position peaked at $320K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2024.

Based on Concorde Asset Management's 13F filing for Q1 2024, filed 15 May 2024.