WealthCollab’s AFC Gamma AFCG Stock Holding History

WealthCollab’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 Q2	–	Sell	-688	Closed	-$5.83K	–	862
2024 Q1	$5.83K	Hold	688	–	–	﹤0.01%	552
2023 Q4	$5.67K	Buy	+688	New	+$5.42K	﹤0.01%	537

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

WealthCollab's AFCG Position: Q2 2024 in Review

WealthCollab sold out of AFC Gamma (AFCG) in Q2 2024, closing a stake of 688 shares — an estimated $5.83K sold.

WealthCollab first reported a position in AFCG in Q4 2023 and held it in 2 quarters. The position peaked at $5.83K in Q1 2024. 74 funds tracked by Wall St. Rank hold AFCG as of Q2 2024.

WealthCollab reported no remaining AFC Gamma position as of Q2 2024 after selling out during the quarter.
WealthCollab sold 688 AFC Gamma shares in Q2 2024, an estimated $5.83K.
WealthCollab first reported a position in AFC Gamma in Q4 2023 and held it in 2 quarters.
WealthCollab's AFC Gamma position peaked at $5.83K in Q1 2024.
74 funds tracked by Wall St. Rank held AFC Gamma as of Q2 2024.

Based on WealthCollab's 13F filing for Q2 2024, filed 13 Aug 2024.