Curran Financial Partners
AFIF icon

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

First International Bank & Trust
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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.