EPIQ Capital Group’s Affirm AFRM Stock Holding History

EPIQ Capital Group’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
2021 Q4	–	Sell	-13,614	Closed	-$1.62M	–	57
2021 Q3	$1.62M	Buy	13,614 +10,571	+347%	+$845K	0.17%	21
2021 Q2	$205K	Buy	+3,043	New	+$194K	0.02%	54

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

EPIQ Capital Group's AFRM Position: Q4 2021 in Review

EPIQ Capital Group sold out of Affirm (AFRM) in Q4 2021, closing a stake of 13,614 shares — an estimated $1.62M sold.

EPIQ Capital Group first reported a position in AFRM in Q2 2021 and held it in 2 quarters. The position peaked at $1.62M in Q3 2021. 439 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

EPIQ Capital Group reported no remaining Affirm position as of Q4 2021 after selling out during the quarter.
EPIQ Capital Group sold 13,614 Affirm shares in Q4 2021, an estimated $1.62M.
EPIQ Capital Group first reported a position in Affirm in Q2 2021 and held it in 2 quarters.
EPIQ Capital Group's Affirm position peaked at $1.62M in Q3 2021.
439 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on EPIQ Capital Group's 13F filing for Q4 2021, filed 9 Feb 2022.