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American Portfolios Advisors’s Affirm AFRM Stock Holding History

American Portfolios 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
2022
Q3 		$157K Buy
8,358
+620
+8% +$16.2K 0.01% 1126
2022
Q2 		$140K Buy
7,738
+1,270
+20% +$34.5K 0.01% 1228
2022
Q1 		$299K Buy
6,468
+1,639
+34% +$85.8K 0.01% 973
2021
Q4 		$486K Buy
4,829
+624
+15% +$82.4K 0.02% 754
2021
Q3 		$501K Buy
4,205
+966
+30% +$77.2K 0.02% 711
2021
Q2 		$218K Buy
3,239
+719
+29% +$45.9K 0.01% 1066
2021
Q1 		$178K Buy
+2,520
New +$245K 0.01% 1077

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Portfolios Advisors's AFRM Position: Q3 2022 in Review

American Portfolios Advisors increased its Affirm (AFRM) stake by 8% in Q3 2022, buying an estimated $16.2K and bringing the position to 8,358 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #1126.

American Portfolios Advisors first reported a position in AFRM in Q1 2021 and has held it in 7 quarters since. The position peaked at $501K in Q3 2021. 354 funds tracked by Wall St. Rank hold AFRM as of Q3 2022.

  • American Portfolios Advisors held 8,358 shares of Affirm worth $157K as of Q3 2022.
  • American Portfolios Advisors bought 620 Affirm shares in Q3 2022, an estimated $16.2K.
  • Affirm made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1126 holding.
  • American Portfolios Advisors first reported a position in Affirm in Q1 2021 and has held it in 7 quarters since.
  • American Portfolios Advisors's Affirm position peaked at $501K in Q3 2021.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.