EI
AFCG

Ellevest Inc’s AFC Gamma AFCG Stock Holding History

Ellevest Inc’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
2022
Q1 		– Sell
-31
Closed – – 1386
2021
Q4 		$0 Buy
+31
New +$483 ﹤0.01% 1384

Other funds holding AFCG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's AFCG Position: Q1 2022 in Review

Ellevest Inc sold out of AFC Gamma (AFCG) in Q1 2022, closing a stake of 31 shares.

Ellevest Inc first reported a position in AFCG in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 72 funds tracked by Wall St. Rank hold AFCG as of Q1 2022.

  • Ellevest Inc reported no remaining AFC Gamma position as of Q1 2022 after selling out during the quarter.
  • Ellevest Inc sold 31 AFC Gamma shares in Q1 2022.
  • Ellevest Inc first reported a position in AFC Gamma in Q4 2021 and held it in 1 quarter.
  • Ellevest Inc's AFC Gamma position peaked at $0 in Q4 2021.
  • 72 funds tracked by Wall St. Rank held AFC Gamma as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.