HPC
ADFI

HM Payson & Co’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

HM Payson & Co’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-492
Closed -$4.2K – 995
2024
Q1 		$4.2K Buy
+492
New +$4.19K ﹤0.01% 874

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

HM Payson & Co's ADFI Position: Q2 2024 in Review

HM Payson & Co sold out of Anfield Dynamic Fixed Income ETF (ADFI) in Q2 2024, closing a stake of 492 shares — an estimated $4.2K sold.

HM Payson & Co first reported a position in ADFI in Q1 2024 and held it in 1 quarter. The position peaked at $4.2K in Q1 2024. 6 funds tracked by Wall St. Rank hold ADFI as of Q2 2024.

  • HM Payson & Co reported no remaining Anfield Dynamic Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • HM Payson & Co sold 492 Anfield Dynamic Fixed Income ETF shares in Q2 2024, an estimated $4.2K.
  • HM Payson & Co first reported a position in Anfield Dynamic Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • HM Payson & Co's Anfield Dynamic Fixed Income ETF position peaked at $4.2K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q2 2024.

Based on HM Payson & Co's 13F filing for Q2 2024, filed 13 Aug 2024.