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HM Payson & Co’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

HM Payson & Co’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
2024
Q2 		– Sell
-1,594
Closed -$24.8K – 997
2024
Q1 		$24.8K Buy
+1,594
New +$23.4K ﹤0.01% 714

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $464M AUM 14.01% 1-Year Est. Return

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

HM Payson & Co sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q2 2024, closing a stake of 1,594 shares — an estimated $24.8K sold.

HM Payson & Co first reported a position in AESR in Q1 2024 and held it in 1 quarter. The position peaked at $24.8K in Q1 2024. 13 funds tracked by Wall St. Rank hold AESR as of Q2 2024.

  • HM Payson & Co reported no remaining Anfield US Equity Sector Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • HM Payson & Co sold 1,594 Anfield US Equity Sector Rotation ETF shares in Q2 2024, an estimated $24.8K.
  • HM Payson & Co first reported a position in Anfield US Equity Sector Rotation ETF in Q1 2024 and held it in 1 quarter.
  • HM Payson & Co's Anfield US Equity Sector Rotation ETF position peaked at $24.8K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q2 2024.

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