First Interstate Bank’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

First Interstate Bank’s Portfolio AESR Stock Details AESR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,202	Closed	-$197K	–	180
2022 Q4	$197K	Buy	+17,202	New	+$197K	0.01%	183

Other funds holding AESR

First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Argent Trust Co Nashville, Tennessee $3.46B AUM 30.37% 1-Year Est. Return

First Interstate Bank's AESR Position: Q1 2023 in Review

First Interstate Bank sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q1 2023, closing a stake of 17,202 shares — an estimated $197K sold.

First Interstate Bank first reported a position in AESR in Q4 2022 and held it in 1 quarter. The position peaked at $197K in Q4 2022. 11 funds tracked by Wall St. Rank hold AESR as of Q1 2023.

First Interstate Bank reported no remaining Anfield US Equity Sector Rotation ETF position as of Q1 2023 after selling out during the quarter.
First Interstate Bank sold 17,202 Anfield US Equity Sector Rotation ETF shares in Q1 2023, an estimated $197K.
First Interstate Bank first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2022 and held it in 1 quarter.
First Interstate Bank's Anfield US Equity Sector Rotation ETF position peaked at $197K in Q4 2022.
11 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2023.

Based on First Interstate Bank's 13F filing for Q1 2023, filed 2 May 2023.