Simplicity Solutions’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-484,580	Closed	-$4.74M	–	494
2020 Q4	$4.74M	Buy	484,580 +39,958	+9%	+$391K	0.07%	234
2020 Q3	$4.36M	Buy	444,622 +43,368	+11%	+$426K	0.08%	211
2020 Q2	$3.94M	Buy	+401,254	New	+$3.93M	0.08%	203
2019 Q3	–	Sell	-34,590	Closed	-$341K	–	713
2019 Q2	$341K	Sell	34,590 -9,684	-22%	-$96.5K	0.01%	457
2019 Q1	$442K	Sell	44,274 -31,853	-42%	-$318K	0.03%	436
2018 Q4	$754K	Buy	76,127 +63,332	+495%	+$634K	0.1%	231
2018 Q3	$128K	Buy	+12,795	New	+$128K	0.01%	543

Other funds holding AFIF

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplicity Solutions's AFIF Position: Q1 2021 in Review

Simplicity Solutions sold out of Anfield Universal Fixed Income ETF (AFIF) in Q1 2021, closing a stake of 484,580 shares — an estimated $4.74M sold.

Simplicity Solutions first reported a position in AFIF in Q3 2018 and held it in 7 quarters. The position peaked at $4.74M in Q4 2020. 13 funds tracked by Wall St. Rank hold AFIF as of Q1 2021.

Simplicity Solutions reported no remaining Anfield Universal Fixed Income ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 484,580 Anfield Universal Fixed Income ETF shares in Q1 2021, an estimated $4.74M.
Simplicity Solutions first reported a position in Anfield Universal Fixed Income ETF in Q3 2018 and held it in 7 quarters.
Simplicity Solutions's Anfield Universal Fixed Income ETF position peaked at $4.74M in Q4 2020.
13 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.