FWM
AFCG

Focused Wealth Management’s AFC Gamma AFCG Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-1,461
Closed -$12K – 228
2023
Q4 		$12K Hold
1,461
– – ﹤0.01% 516
2023
Q3 		$11.7K Hold
1,461
– – ﹤0.01% 497
2023
Q2 		$12.4K Hold
1,461
– – ﹤0.01% 505
2023
Q1 		$12.2K Buy
1,461
+292
+25% +$2.97K ﹤0.01% 509
2022
Q4 		$12.6K Hold
1,169
– – ﹤0.01% 491
2022
Q3 		$12K Hold
1,169
– – ﹤0.01% 458
2022
Q2 		$12K Buy
1,169
+146
+14% +$1.71K ﹤0.01% 473
2022
Q1 		$13K Buy
+1,023
New +$13.8K ﹤0.01% 508

Other funds holding AFCG

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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Focused Wealth Management's AFCG Position: Q1 2024 in Review

Focused Wealth Management sold out of AFC Gamma (AFCG) in Q1 2024, closing a stake of 1,461 shares — an estimated $12K sold.

Focused Wealth Management first reported a position in AFCG in Q1 2022 and held it in 8 quarters. The position peaked at $13K in Q1 2022. 84 funds tracked by Wall St. Rank hold AFCG as of Q1 2024.

  • Focused Wealth Management reported no remaining AFC Gamma position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,461 AFC Gamma shares in Q1 2024, an estimated $12K.
  • Focused Wealth Management first reported a position in AFC Gamma in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's AFC Gamma position peaked at $13K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held AFC Gamma as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.