CWA
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Clearview Wealth Advisors’s Affirm AFRM Stock Holding History

Clearview Wealth 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
Q4 		– Sell
-100
Closed -$2K – 622
2022
Q3 		$2K Hold
100
– – ﹤0.01% 479
2022
Q2 		$2K Hold
100
– – ﹤0.01% 487
2022
Q1 		$5K Hold
100
– – ﹤0.01% 437
2021
Q4 		$10K Hold
100
– – 0.01% 409
2021
Q3 		$12K Buy
+100
New +$7.99K 0.01% 388

Other funds holding AFRM

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Baillie Gifford & Co
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return