SPIA
AFCG

Steward Partners Investment Advisory’s AFC Gamma AFCG Stock Holding History

Steward Partners Investment Advisory’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
2022
Q4 		– Sell
-292
Closed -$3K – 3354
2022
Q3 		$3K Sell
292
-1,388
-83% -$16K ﹤0.01% 2908
2022
Q2 		$18K Sell
1,680
-1,242
-43% -$14.5K ﹤0.01% 2265
2022
Q1 		$38K Sell
2,922
-3,726
-56% -$50.3K ﹤0.01% 2051
2021
Q4 		$104K Buy
6,648
+293
+5% +$4.56K ﹤0.01% 1583
2021
Q3 		$94K Buy
+6,355
New +$92.2K ﹤0.01% 1573

Other funds holding AFCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Bullseye Asset Management Denver, Colorado $173M AUM 9.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Steward Partners Investment Advisory's AFCG Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of AFC Gamma (AFCG) in Q4 2022, closing a stake of 292 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in AFCG in Q3 2021 and held it in 5 quarters. The position peaked at $104K in Q4 2021. 85 funds tracked by Wall St. Rank hold AFCG as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining AFC Gamma position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 292 AFC Gamma shares in Q4 2022, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in AFC Gamma in Q3 2021 and held it in 5 quarters.
  • Steward Partners Investment Advisory's AFC Gamma position peaked at $104K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held AFC Gamma as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.