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Arkadios Wealth Advisors’s Affirm AFRM Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-259
Closed -$30K – 602
2021
Q3 		$30K Sell
259
-541
-68% -$43.2K ﹤0.01% 1065
2021
Q2 		$53K Buy
+800
New +$51K 0.01% 901

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Arkadios Wealth Advisors's AFRM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Affirm (AFRM) in Q4 2021, closing a stake of 259 shares — an estimated $30K sold.

Arkadios Wealth Advisors first reported a position in AFRM in Q2 2021 and held it in 2 quarters. The position peaked at $53K in Q2 2021. 438 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Affirm position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 259 Affirm shares in Q4 2021, an estimated $30K.
  • Arkadios Wealth Advisors first reported a position in Affirm in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Affirm position peaked at $53K in Q2 2021.
  • 438 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.