AJ Wealth Strategies’s Affirm AFRM Stock Holding History

AJ Wealth Strategies’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 Q4	–	Sell	-5,441	Closed	-$648K	–	311
2021 Q3	$648K	Sell	5,441 -8,323	-60%	-$665K	0.04%	163
2021 Q2	$927K	Buy	+13,764	New	+$878K	0.06%	129

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

AJ Wealth Strategies's AFRM Position: Q4 2021 in Review

AJ Wealth Strategies sold out of Affirm (AFRM) in Q4 2021, closing a stake of 5,441 shares — an estimated $648K sold.

AJ Wealth Strategies first reported a position in AFRM in Q2 2021 and held it in 2 quarters. The position peaked at $927K in Q2 2021. 438 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

AJ Wealth Strategies reported no remaining Affirm position as of Q4 2021 after selling out during the quarter.
AJ Wealth Strategies sold 5,441 Affirm shares in Q4 2021, an estimated $648K.
AJ Wealth Strategies first reported a position in Affirm in Q2 2021 and held it in 2 quarters.
AJ Wealth Strategies's Affirm position peaked at $927K in Q2 2021.
438 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on AJ Wealth Strategies's 13F filing for Q4 2021, filed 26 Jan 2022.