Axxcess Wealth Management’s Affirm AFRM Stock Holding History

Axxcess Wealth Management’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	-3,914	Closed	-$394K	–	630
2021 Q4	$394K	Buy	+3,914	New	+$517K	0.03%	414

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

Axxcess Wealth Management's AFRM Position: Q1 2022 in Review

Axxcess Wealth Management sold out of Affirm (AFRM) in Q1 2022, closing a stake of 3,914 shares — an estimated $394K sold.

Axxcess Wealth Management first reported a position in AFRM in Q4 2021 and held it in 1 quarter. The position peaked at $394K in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

Axxcess Wealth Management reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
Axxcess Wealth Management sold 3,914 Affirm shares in Q1 2022, an estimated $394K.
Axxcess Wealth Management first reported a position in Affirm in Q4 2021 and held it in 1 quarter.
Axxcess Wealth Management's Affirm position peaked at $394K in Q4 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.