SWM
ADFI

Selective Wealth Management’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Selective Wealth Management’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-519
Closed -$5K – 657
2021
Q3 		$5K Buy
+519
New +$5.06K ﹤0.01% 484

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
PWMG
Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Selective Wealth Management's ADFI Position: Q4 2021 in Review

Selective Wealth Management sold out of Anfield Dynamic Fixed Income ETF (ADFI) in Q4 2021, closing a stake of 519 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in ADFI in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 5 funds tracked by Wall St. Rank hold ADFI as of Q4 2021.

  • Selective Wealth Management reported no remaining Anfield Dynamic Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 519 Anfield Dynamic Fixed Income ETF shares in Q4 2021, an estimated $5K.
  • Selective Wealth Management first reported a position in Anfield Dynamic Fixed Income ETF in Q3 2021 and held it in 1 quarter.
  • Selective Wealth Management's Anfield Dynamic Fixed Income ETF position peaked at $5K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.