Encompass Wealth Advisors’s Affirm AFRM Stock Holding History

Encompass 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 Q3	–	Sell	-11,345	Closed	-$205K	–	238
2022 Q2	$205K	Buy	11,345 +4,619	+69%	+$126K	0.07%	189
2022 Q1	$311K	Buy	6,726 +4,657	+225%	+$244K	0.08%	171
2021 Q4	$208K	Buy	2,069 +191	+10%	+$25.2K	0.05%	212
2021 Q3	$223K	Buy	+1,878	New	+$150K	0.06%	206

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Encompass Wealth Advisors's AFRM Position: Q3 2022 in Review

Encompass Wealth Advisors sold out of Affirm (AFRM) in Q3 2022, closing a stake of 11,345 shares — an estimated $205K sold.

Encompass Wealth Advisors first reported a position in AFRM in Q3 2021 and held it in 4 quarters. The position peaked at $311K in Q1 2022. 354 funds tracked by Wall St. Rank hold AFRM as of Q3 2022.

Encompass Wealth Advisors reported no remaining Affirm position as of Q3 2022 after selling out during the quarter.
Encompass Wealth Advisors sold 11,345 Affirm shares in Q3 2022, an estimated $205K.
Encompass Wealth Advisors first reported a position in Affirm in Q3 2021 and held it in 4 quarters.
Encompass Wealth Advisors's Affirm position peaked at $311K in Q1 2022.
354 funds tracked by Wall St. Rank held Affirm as of Q3 2022.

Based on Encompass Wealth Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.