Burleson & Co’s Affirm AFRM Stock Holding History

Burleson & 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	-3	Closed	–	–	403
2021 Q4	$0	Hold	3	–	–	﹤0.01%	360
2021 Q3	$0	Hold	3	–	–	﹤0.01%	352
2021 Q2	$0	Hold	3	–	–	﹤0.01%	357
2021 Q1	$0	Buy	+3	New	+$292	﹤0.01%	362

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

Burleson & Co's AFRM Position: Q1 2022 in Review

Burleson & Co sold out of Affirm (AFRM) in Q1 2022, closing a stake of 3 shares.

Burleson & Co first reported a position in AFRM in Q1 2021 and held it in 4 quarters. The position peaked at $0 in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

Burleson & Co reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
Burleson & Co sold 3 Affirm shares in Q1 2022.
Burleson & Co first reported a position in Affirm in Q1 2021 and held it in 4 quarters.
Burleson & Co's Affirm position peaked at $0 in Q4 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Burleson & Co's 13F filing for Q1 2022, filed 25 Apr 2022.