Blue Bell Private Wealth Management’s Affirm AFRM Stock Holding History

Blue Bell Private 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 Q2	–	Sell	-15	Closed	-$1K	–	792
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	745
2021 Q4	$2K	Buy	+15	New	+$1.98K	﹤0.01%	653

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

Blue Bell Private Wealth Management's AFRM Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of Affirm (AFRM) in Q2 2022, closing a stake of 15 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in AFRM in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

Blue Bell Private Wealth Management reported no remaining Affirm position as of Q2 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 15 Affirm shares in Q2 2022, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in Affirm in Q4 2021 and held it in 2 quarters.
Blue Bell Private Wealth Management's Affirm position peaked at $2K in Q4 2021.
347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.