Beacon Pointe Advisors’s Affirm AFRM Stock Holding History

Beacon Pointe 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
2022 Q2	–	Sell	-4,889	Closed	-$226K	–	1041
2022 Q1	$226K	Buy	+4,889	New	+$256K	﹤0.01%	1082

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's AFRM Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Affirm (AFRM) in Q2 2022, closing a stake of 4,889 shares — an estimated $226K sold.

Beacon Pointe Advisors first reported a position in AFRM in Q1 2022 and held it in 1 quarter. The position peaked at $226K in Q1 2022. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

Beacon Pointe Advisors reported no remaining Affirm position as of Q2 2022 after selling out during the quarter.
Beacon Pointe Advisors sold 4,889 Affirm shares in Q2 2022, an estimated $226K.
Beacon Pointe Advisors first reported a position in Affirm in Q1 2022 and held it in 1 quarter.
Beacon Pointe Advisors's Affirm position peaked at $226K in Q1 2022.
347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.