Carroll Financial Associates’s Affirm AFRM Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-62	Closed	-$7K	–	1603
2021 Q3	$7K	Buy	+62	New	+$4.96K	﹤0.01%	1298

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 $110B AUM 4.8% 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

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Carroll Financial Associates's AFRM Position: Q4 2021 in Review

Carroll Financial Associates sold out of Affirm (AFRM) in Q4 2021, closing a stake of 62 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in AFRM in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 438 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

Carroll Financial Associates reported no remaining Affirm position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 62 Affirm shares in Q4 2021, an estimated $7K.
Carroll Financial Associates first reported a position in Affirm in Q3 2021 and held it in 1 quarter.
Carroll Financial Associates's Affirm position peaked at $7K in Q3 2021.
438 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.