AWE
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Avidian Wealth Enterprises’s Affirm AFRM Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-8,500
Closed -$572K – 389
2021
Q2 		$572K Buy
8,500
+1,000
+13% +$63.8K 0.04% 195
2021
Q1 		$530K Buy
+7,500
New +$729K 0.05% 199

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Avidian Wealth Enterprises's AFRM Position: Q3 2021 in Review

Avidian Wealth Enterprises sold out of Affirm (AFRM) in Q3 2021, closing a stake of 8,500 shares — an estimated $572K sold.

Avidian Wealth Enterprises first reported a position in AFRM in Q1 2021 and held it in 2 quarters. The position peaked at $572K in Q2 2021. 338 funds tracked by Wall St. Rank hold AFRM as of Q3 2021.

  • Avidian Wealth Enterprises reported no remaining Affirm position as of Q3 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,500 Affirm shares in Q3 2021, an estimated $572K.
  • Avidian Wealth Enterprises first reported a position in Affirm in Q1 2021 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Affirm position peaked at $572K in Q2 2021.
  • 338 funds tracked by Wall St. Rank held Affirm as of Q3 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2021, filed 10 Nov 2021.