SMART Wealth’s AFC Gamma AFCG Stock Holding History

SMART Wealth’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
2024 Q1	–	Sell	-32,133	Closed	-$265K	–	119
2023 Q4	$265K	Buy	32,133 +10,889	+51%	+$85.8K	0.14%	70
2023 Q3	$171K	Buy	21,244 +2,688	+14%	+$23.9K	0.13%	70
2023 Q2	$158K	Buy	+18,556	New	+$150K	0.12%	80

Other funds holding AFCG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

SMART Wealth's AFCG Position: Q1 2024 in Review

SMART Wealth sold out of AFC Gamma (AFCG) in Q1 2024, closing a stake of 32,133 shares — an estimated $265K sold.

SMART Wealth first reported a position in AFCG in Q2 2023 and held it in 3 quarters. The position peaked at $265K in Q4 2023. 84 funds tracked by Wall St. Rank hold AFCG as of Q1 2024.

SMART Wealth reported no remaining AFC Gamma position as of Q1 2024 after selling out during the quarter.
SMART Wealth sold 32,133 AFC Gamma shares in Q1 2024, an estimated $265K.
SMART Wealth first reported a position in AFC Gamma in Q2 2023 and held it in 3 quarters.
SMART Wealth's AFC Gamma position peaked at $265K in Q4 2023.
84 funds tracked by Wall St. Rank held AFC Gamma as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.