Bank Julius Baer & Co
AFRM icon

Bank Julius Baer & Co’s Affirm AFRM Stock Holding History

Bank Julius Baer & Co’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
-930
Closed -$93K – 585
2021
Q4 		$93K Buy
+930
New +$123K ﹤0.01% 607
2021
Q3 		– Sell
-31,047
Closed -$2.09M – 808
2021
Q2 		$2.09M Sell
31,047
-10,271
-25% -$655K 0.01% 280
2021
Q1 		$2.92M Buy
+41,318
New +$4.02M 0.02% 234

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
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
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Bank Julius Baer & Co's AFRM Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Affirm (AFRM) in Q1 2022, closing a stake of 930 shares — an estimated $93K sold.

Bank Julius Baer & Co first reported a position in AFRM in Q1 2021 and held it in 3 quarters. The position peaked at $2.92M in Q1 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 930 Affirm shares in Q1 2022, an estimated $93K.
  • Bank Julius Baer & Co first reported a position in Affirm in Q1 2021 and held it in 3 quarters.
  • Bank Julius Baer & Co's Affirm position peaked at $2.92M in Q1 2021.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.