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HoyleCohen’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

HoyleCohen’s Portfolio AFIF Stock Details AFIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$201K Buy
+22,046
New +$201K 0.02% 264
2023
Q4 		– Sell
-26,786
Closed -$238K – 272
2023
Q3 		$238K Buy
26,786
+4,568
+21% +$40.6K 0.02% 239
2023
Q2 		$196K Hold
22,218
– – 0.02% 252
2023
Q1 		$195K Sell
22,218
-10,973
-33% -$96.9K 0.02% 250
2022
Q4 		$290K Buy
33,191
+15,777
+91% +$138K 0.03% 228
2022
Q3 		$150K Buy
+17,414
New +$155K 0.02% 249

Other funds holding AFIF

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

HoyleCohen's AFIF Position: Q2 2024 in Review

HoyleCohen opened a new position in Anfield Universal Fixed Income ETF (AFIF) in Q2 2024: 22,046 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: HoyleCohen previously reported a position in AFIF as recently as Q3 2023.

HoyleCohen first reported a position in AFIF in Q3 2022 and has held it in 6 quarters since. The position peaked at $290K in Q4 2022. 21 funds tracked by Wall St. Rank hold AFIF as of Q2 2024.

  • HoyleCohen held 22,046 shares of Anfield Universal Fixed Income ETF worth $201K as of Q2 2024.
  • Anfield Universal Fixed Income ETF was a new HoyleCohen position in Q2 2024.
  • Anfield Universal Fixed Income ETF made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #264 holding.
  • HoyleCohen first reported a position in Anfield Universal Fixed Income ETF in Q3 2022 and has held it in 6 quarters since.
  • HoyleCohen's Anfield Universal Fixed Income ETF position peaked at $290K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.