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Dakota Wealth Management’s Affirm AFRM Stock Holding History

Dakota 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
Q1 		– Sell
-7,119
Closed -$716K – 454
2021
Q4 		$716K Buy
7,119
+3,427
+93% +$453K 0.08% 207
2021
Q3 		$440K Buy
+3,692
New +$295K 0.05% 249

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
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
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Dakota Wealth Management's AFRM Position: Q1 2022 in Review

Dakota Wealth Management sold out of Affirm (AFRM) in Q1 2022, closing a stake of 7,119 shares — an estimated $716K sold.

Dakota Wealth Management first reported a position in AFRM in Q3 2021 and held it in 2 quarters. The position peaked at $716K in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Dakota Wealth Management reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 7,119 Affirm shares in Q1 2022, an estimated $716K.
  • Dakota Wealth Management first reported a position in Affirm in Q3 2021 and held it in 2 quarters.
  • Dakota Wealth Management's Affirm position peaked at $716K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Dakota Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.