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MPS Loria Financial Planners’s Affinity Bancshares AFBI Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-906
Closed -$11K – 97
2021
Q1 		$11K Hold
906
– – 0.01% 282
2020
Q4 		$10K Hold
906
– – ﹤0.01% 290
2020
Q3 		$7K Hold
906
– – ﹤0.01% 254
2020
Q2 		$8K Buy
+906
New +$7.53K ﹤0.01% 258
2017
Q3 		– Sell
-1,812
Closed -$26K – 79
2017
Q2 		$26K Buy
+1,812
New +$26.9K 0.02% 207

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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

MPS Loria Financial Planners's AFBI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Affinity Bancshares (AFBI) in Q2 2021, closing a stake of 906 shares — an estimated $11K sold.

MPS Loria Financial Planners first reported a position in AFBI in Q2 2017 and held it in 5 quarters. The position peaked at $26K in Q2 2017. 14 funds tracked by Wall St. Rank hold AFBI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Affinity Bancshares position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 906 Affinity Bancshares shares in Q2 2021, an estimated $11K.
  • MPS Loria Financial Planners first reported a position in Affinity Bancshares in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Affinity Bancshares position peaked at $26K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held Affinity Bancshares as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.