AE Wealth Management’s Affirm AFRM Stock Holding History

AE Wealth Management’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
2022 Q4	–	Sell	-14,026	Closed	-$263K	–	1814
2022 Q3	$263K	Buy	+14,026	New	+$367K	﹤0.01%	1520

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

AE Wealth Management's AFRM Position: Q4 2022 in Review

AE Wealth Management sold out of Affirm (AFRM) in Q4 2022, closing a stake of 14,026 shares — an estimated $263K sold.

AE Wealth Management first reported a position in AFRM in Q3 2022 and held it in 1 quarter. The position peaked at $263K in Q3 2022. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

AE Wealth Management reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
AE Wealth Management sold 14,026 Affirm shares in Q4 2022, an estimated $263K.
AE Wealth Management first reported a position in Affirm in Q3 2022 and held it in 1 quarter.
AE Wealth Management's Affirm position peaked at $263K in Q3 2022.
353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.