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Dynamic Advisor Solutions’s Affirm AFRM Stock Holding History

Dynamic Advisor Solutions’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
-8,778
Closed -$883K – 724
2021
Q4 		$883K Buy
8,778
+1,568
+22% +$207K 0.06% 304
2021
Q3 		$859K Buy
+7,210
New +$576K 0.06% 325

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

Dynamic Advisor Solutions's AFRM Position: Q1 2022 in Review

Dynamic Advisor Solutions sold out of Affirm (AFRM) in Q1 2022, closing a stake of 8,778 shares — an estimated $883K sold.

Dynamic Advisor Solutions first reported a position in AFRM in Q3 2021 and held it in 2 quarters. The position peaked at $883K in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Dynamic Advisor Solutions reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,778 Affirm shares in Q1 2022, an estimated $883K.
  • Dynamic Advisor Solutions first reported a position in Affirm in Q3 2021 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Affirm position peaked at $883K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2022, filed 11 Apr 2022.