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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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Clearview Wealth Advisors's AFRM Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Affirm (AFRM) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Clearview Wealth Advisors first reported a position in AFRM in Q3 2021 and held it in 5 quarters. The position peaked at $12K in Q3 2021. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 Affirm shares in Q4 2022, an estimated $2K.
  • Clearview Wealth Advisors first reported a position in Affirm in Q3 2021 and held it in 5 quarters.
  • Clearview Wealth Advisors's Affirm position peaked at $12K in Q3 2021.
  • 353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.