1834 Investment Advisors’s Affirm AFRM Stock Holding History

1834 Investment Advisors’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-400	Closed	-$27K	–	479
2021 Q2	$27K	Buy	+400	New	+$25.5K	﹤0.01%	325

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

1834 Investment Advisors's AFRM Position: Q3 2021 in Review

1834 Investment Advisors sold out of Affirm (AFRM) in Q3 2021, closing a stake of 400 shares — an estimated $27K sold.

1834 Investment Advisors first reported a position in AFRM in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 338 funds tracked by Wall St. Rank hold AFRM as of Q3 2021.

1834 Investment Advisors reported no remaining Affirm position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 400 Affirm shares in Q3 2021, an estimated $27K.
1834 Investment Advisors first reported a position in Affirm in Q2 2021 and held it in 1 quarter.
1834 Investment Advisors's Affirm position peaked at $27K in Q2 2021.
338 funds tracked by Wall St. Rank held Affirm as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.