RIM
AFCG

Rockbridge Investment Management’s AFC Gamma AFCG Stock Holding History

Rockbridge Investment Management’s Portfolio AFCG Stock Details AFCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,556
Closed -$73.8K – 649
2022
Q1 		$73.8K Buy
5,556
+4
+0.1% +$54 0.01% 249
2021
Q4 		$86K Sell
5,552
-438
-7% -$6.82K 0.01% 274
2021
Q3 		$88K Buy
5,990
+1,607
+37% +$23.3K 0.01% 249
2021
Q2 		$62K Buy
+4,383
New +$67.6K 0.01% 281

Other funds holding AFCG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Rockbridge Investment Management's AFCG Position: Q2 2022 in Review

Rockbridge Investment Management sold out of AFC Gamma (AFCG) in Q2 2022, closing a stake of 5,556 shares — an estimated $73.8K sold.

Rockbridge Investment Management first reported a position in AFCG in Q2 2021 and held it in 4 quarters. The position peaked at $88K in Q3 2021. 64 funds tracked by Wall St. Rank hold AFCG as of Q2 2022.

  • Rockbridge Investment Management reported no remaining AFC Gamma position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 5,556 AFC Gamma shares in Q2 2022, an estimated $73.8K.
  • Rockbridge Investment Management first reported a position in AFC Gamma in Q2 2021 and held it in 4 quarters.
  • Rockbridge Investment Management's AFC Gamma position peaked at $88K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held AFC Gamma as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.