JY
DALT

Jeff Yass’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Jeff Yass’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,152
Closed -$156K – 13704
2023
Q4 		$156K Buy
18,152
+7,136
+65% +$60.3K ﹤0.01% 10935
2023
Q3 		$93.5K Sell
11,016
-8,323
-43% -$72.1K ﹤0.01% 10974
2023
Q2 		$164K Buy
+19,339
New +$161K ﹤0.01% 10475
2022
Q3 		– Sell
-10,642
Closed -$95K – 14377
2022
Q2 		$95K Buy
+10,642
New +$102K ﹤0.01% 11533
2022
Q1 		– Sell
-21,819
Closed -$228K – 14234
2021
Q4 		$228K Hold
21,819
– – ﹤0.01% 11172
2021
Q3 		$223K Hold
21,819
– – ﹤0.01% 11245
2021
Q2 		$230K Hold
21,819
– – ﹤0.01% 11302
2021
Q1 		$218K Sell
21,819
-15,250
-41% -$152K ﹤0.01% 11255
2020
Q4 		$359K Buy
37,069
+26,216
+242% +$238K ﹤0.01% 8927
2020
Q3 		$92K Sell
10,853
-20,181
-65% -$170K ﹤0.01% 9960
2020
Q2 		$246K Buy
31,034
+1,764
+6% +$13.6K ﹤0.01% 8694
2020
Q1 		$212K Buy
+29,270
New +$279K ﹤0.01% 8581
2019
Q2 		– Sell
-24,056
Closed -$241K – 10984
2019
Q1 		$241K Sell
24,056
-36,558
-60% -$358K ﹤0.01% 7582
2018
Q4 		$542K Buy
+60,614
New +$585K ﹤0.01% 5877

Other funds holding DALT

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jeff Yass's DALT Position: Q1 2024 in Review

Jeff Yass sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2024, closing a stake of 18,152 shares — an estimated $156K sold.

Jeff Yass first reported a position in DALT in Q4 2018 and held it in 14 quarters. The position peaked at $542K in Q4 2018. 20 funds tracked by Wall St. Rank hold DALT as of Q1 2024.

  • Jeff Yass reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2024 after selling out during the quarter.
  • Jeff Yass sold 18,152 Anfield Diversified Alternatives ETF shares in Q1 2024, an estimated $156K.
  • Jeff Yass first reported a position in Anfield Diversified Alternatives ETF in Q4 2018 and held it in 14 quarters.
  • Jeff Yass's Anfield Diversified Alternatives ETF position peaked at $542K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2024.

Based on Susquehanna International Group's 13F filing for Q1 2024, filed 7 May 2024.