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Curran Financial Partners’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Curran Financial Partners’s Portfolio AFIF Stock Details AFIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,490
Closed -$102K – 75
2021
Q3 		$102K Sell
10,490
-2,744
-21% -$26.6K 0.05% 61
2021
Q2 		$129K Sell
13,234
-6,549
-33% -$63.7K 0.07% 63
2021
Q1 		$192K Buy
+19,783
New +$193K 0.14% 58

Other funds holding AFIF

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Curran Financial Partners's AFIF Position: Q4 2021 in Review

Curran Financial Partners sold out of Anfield Universal Fixed Income ETF (AFIF) in Q4 2021, closing a stake of 10,490 shares — an estimated $102K sold.

Curran Financial Partners first reported a position in AFIF in Q1 2021 and held it in 3 quarters. The position peaked at $192K in Q1 2021. 15 funds tracked by Wall St. Rank hold AFIF as of Q4 2021.

  • Curran Financial Partners reported no remaining Anfield Universal Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
  • Curran Financial Partners sold 10,490 Anfield Universal Fixed Income ETF shares in Q4 2021, an estimated $102K.
  • Curran Financial Partners first reported a position in Anfield Universal Fixed Income ETF in Q1 2021 and held it in 3 quarters.
  • Curran Financial Partners's Anfield Universal Fixed Income ETF position peaked at $192K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q4 2021.

Based on Curran Financial Partners's 13F filing for Q4 2021, filed 10 Feb 2022.