EWM
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Edge Wealth Management’s Affirm AFRM Stock Holding History

Edge 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
-15
Closed -$2K – 105
2021
Q4 		$2K Sell
15
-165
-92% -$21.8K ﹤0.01% 405
2021
Q3 		$21K Hold
180
– – ﹤0.01% 258
2021
Q2 		$12K Hold
180
– – ﹤0.01% 298
2021
Q1 		$13K Buy
+180
New +$17.5K ﹤0.01% 292

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

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

Edge Wealth Management sold out of Affirm (AFRM) in Q1 2022, closing a stake of 15 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in AFRM in Q1 2021 and held it in 4 quarters. The position peaked at $21K in Q3 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Edge Wealth Management reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 15 Affirm shares in Q1 2022, an estimated $2K.
  • Edge Wealth Management first reported a position in Affirm in Q1 2021 and held it in 4 quarters.
  • Edge Wealth Management's Affirm position peaked at $21K in Q3 2021.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.