CAM
AFCG

Cresset Asset Management’s AFC Gamma AFCG Stock Holding History

Cresset Asset Management’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
Q3 		– Sell
-971,657
Closed -$8.34M – 1798
2023
Q2 		$8.34M Buy
+971,657
New +$7.88M 0.06% 291
2022
Q4 		– Sell
-195,336
Closed -$2.12M – 741
2022
Q3 		$2.12M Hold
195,336
– – 0.03% 205
2022
Q2 		$2.12M Hold
195,336
– – 0.03% 218
2022
Q1 		$2.63M Hold
195,336
– – 0.03% 217
2021
Q4 		$3.11M Buy
+195,336
New +$3.04M 0.03% 220

Other funds holding AFCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return