SS
DALT

Simplicity Solutions’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Simplicity Solutions’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,776
Closed -$124K – 1019
2020
Q4 		$124K Sell
12,776
-705,199
-98% -$6.39M ﹤0.01% 924
2020
Q3 		$6.11M Buy
717,975
+31,990
+5% +$269K 0.11% 169
2020
Q2 		$5.45M Buy
685,985
+40,013
+6% +$308K 0.11% 174
2020
Q1 		$4.68M Buy
645,972
+297,072
+85% +$2.83M 0.14% 119
2019
Q4 		$3.57M Buy
+348,900
New +$3.55M 0.11% 157

Other funds holding DALT

ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's DALT Position: Q1 2021 in Review

Simplicity Solutions sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2021, closing a stake of 12,776 shares — an estimated $124K sold.

Simplicity Solutions first reported a position in DALT in Q4 2019 and held it in 5 quarters. The position peaked at $6.11M in Q3 2020. 9 funds tracked by Wall St. Rank hold DALT as of Q1 2021.

  • Simplicity Solutions reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 12,776 Anfield Diversified Alternatives ETF shares in Q1 2021, an estimated $124K.
  • Simplicity Solutions first reported a position in Anfield Diversified Alternatives ETF in Q4 2019 and held it in 5 quarters.
  • Simplicity Solutions's Anfield Diversified Alternatives ETF position peaked at $6.11M in Q3 2020.
  • 9 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2021.

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