Amplius Wealth Advisors’s Affirm AFRM Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-212	Closed	-$21K	–	192
2021 Q4	$21K	Buy	+212	New	+$28K	﹤0.01%	456

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

TBWA

Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return

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

Amplius Wealth Advisors's AFRM Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Affirm (AFRM) in Q1 2022, closing a stake of 212 shares — an estimated $21K sold.

Amplius Wealth Advisors first reported a position in AFRM in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

Amplius Wealth Advisors reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 212 Affirm shares in Q1 2022, an estimated $21K.
Amplius Wealth Advisors first reported a position in Affirm in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Affirm position peaked at $21K in Q4 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.