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IHT Wealth Management’s Affinity Bancshares AFBI Stock Holding History

IHT Wealth Management’s Portfolio AFBI Stock Details AFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,208
Closed -$133K – 832
2020
Q4 		$133K Sell
12,208
-3,067
-20% -$29.2K 0.01% 707
2020
Q3 		$121K Hold
15,275
– – 0.01% 623
2020
Q2 		$129K Sell
15,275
-2,476
-14% -$20.6K 0.02% 549
2020
Q1 		$134K Hold
17,751
– – 0.02% 499
2019
Q4 		$224K Sell
17,751
-816
-4% -$9.68K 0.03% 537
2019
Q3 		$206K Sell
18,567
-1,993
-10% -$22.1K 0.03% 548
2019
Q2 		$225K Sell
20,560
-90
-0.4% -$1K 0.03% 468
2019
Q1 		$234K Sell
20,650
-182
-0.9% -$2.12K 0.04% 418
2018
Q4 		$268K Sell
20,832
-1,032
-5% -$12.5K 0.05% 355
2018
Q3 		$282K Sell
21,864
-227
-1% -$2.9K 0.06% 340
2018
Q2 		$271K Hold
22,091
– – 0.07% 327
2018
Q1 		$273K Buy
22,091
+2,476
+13% +$31.4K 0.07% 296
2017
Q4 		$250K Hold
19,615
– – 0.07% 315
2017
Q3 		$284K Sell
19,615
-793
-4% -$11.5K 0.12% 194
2017
Q2 		$37 Buy
+20,408
New +$303K 0.02% 589

Other funds holding AFBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

IHT Wealth Management's AFBI Position: Q1 2021 in Review

IHT Wealth Management sold out of Affinity Bancshares (AFBI) in Q1 2021, closing a stake of 12,208 shares — an estimated $133K sold.

IHT Wealth Management first reported a position in AFBI in Q2 2017 and held it in 15 quarters. The position peaked at $284K in Q3 2017. 13 funds tracked by Wall St. Rank hold AFBI as of Q1 2021.

  • IHT Wealth Management reported no remaining Affinity Bancshares position as of Q1 2021 after selling out during the quarter.
  • IHT Wealth Management sold 12,208 Affinity Bancshares shares in Q1 2021, an estimated $133K.
  • IHT Wealth Management first reported a position in Affinity Bancshares in Q2 2017 and held it in 15 quarters.
  • IHT Wealth Management's Affinity Bancshares position peaked at $284K in Q3 2017.
  • 13 funds tracked by Wall St. Rank held Affinity Bancshares as of Q1 2021.

Based on IHT Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.