AMS Capital’s Affirm AFRM Stock Holding History

AMS Capital’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	-45,000	Closed	-$4.53M	–	24
2021 Q4	$4.53M	Buy	+45,000	New	+$5.95M	1.01%	21
2021 Q3	–	Sell	-140,000	Closed	-$9.43M	–	26
2021 Q2	$9.43M	Hold	140,000	–	–	1.34%	26
2021 Q1	$9.9M	Buy	+140,000	New	+$13.6M	1.56%	24

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TBWA

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

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

AMS Capital's AFRM Position: Q1 2022 in Review

AMS Capital sold out of Affirm (AFRM) in Q1 2022, closing a stake of 45,000 shares — an estimated $4.53M sold.

AMS Capital first reported a position in AFRM in Q1 2021 and held it in 3 quarters. The position peaked at $9.9M in Q1 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

AMS Capital reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
AMS Capital sold 45,000 Affirm shares in Q1 2022, an estimated $4.53M.
AMS Capital first reported a position in Affirm in Q1 2021 and held it in 3 quarters.
AMS Capital's Affirm position peaked at $9.9M in Q1 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on AMS Capital's 13F filing for Q1 2022, filed 5 May 2022.