Osaic Holdings
AFIF icon

Osaic Holdings’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Osaic Holdings’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
Q1 		– Sell
-17,364
Closed -$157K – 7190
2023
Q4 		$157K Sell
17,364
-16,822
-49% -$150K ﹤0.01% 4119
2023
Q3 		$304K Buy
+34,186
New +$304K ﹤0.01% 3674

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
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings's AFIF Position: Q1 2024 in Review

Osaic Holdings sold out of Anfield Universal Fixed Income ETF (AFIF) in Q1 2024, closing a stake of 17,364 shares — an estimated $157K sold.

Osaic Holdings first reported a position in AFIF in Q3 2023 and held it in 2 quarters. The position peaked at $304K in Q3 2023. 22 funds tracked by Wall St. Rank hold AFIF as of Q1 2024.

  • Osaic Holdings reported no remaining Anfield Universal Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Osaic Holdings sold 17,364 Anfield Universal Fixed Income ETF shares in Q1 2024, an estimated $157K.
  • Osaic Holdings first reported a position in Anfield Universal Fixed Income ETF in Q3 2023 and held it in 2 quarters.
  • Osaic Holdings's Anfield Universal Fixed Income ETF position peaked at $304K in Q3 2023.
  • 22 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q1 2024.

Based on Osaic Holdings's 13F filing for Q1 2024, filed 10 May 2024.