SWM
AFBI icon

Spire Wealth Management’s Affinity Bancshares AFBI Stock Holding History

Spire Wealth Management’s Portfolio AFBI Stock Details AFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-181
Closed -$3K – 2301
2022
Q3 		$3K Hold
181
– – ﹤0.01% 1844
2022
Q2 		$3K Buy
+181
New +$2.7K ﹤0.01% 2240

Other funds holding AFBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's AFBI Position: Q4 2022 in Review

Spire Wealth Management sold out of Affinity Bancshares (AFBI) in Q4 2022, closing a stake of 181 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in AFBI in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 17 funds tracked by Wall St. Rank hold AFBI as of Q4 2022.

  • Spire Wealth Management reported no remaining Affinity Bancshares position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 181 Affinity Bancshares shares in Q4 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Affinity Bancshares in Q2 2022 and held it in 2 quarters.
  • Spire Wealth Management's Affinity Bancshares position peaked at $3K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Affinity Bancshares as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.