Evoke Wealth’s Affirm AFRM Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-104	Closed	-$2K	–	374
2022 Q3	$2K	Buy	+104	New	+$2.72K	﹤0.01%	1008
2022 Q1	–	Sell	-160	Closed	-$16K	–	1153
2021 Q4	$16K	Buy	+160	New	+$21.1K	﹤0.01%	710
2021 Q3	–	Sell	-100	Closed	-$7K	–	1134
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	796
2021 Q1	$7K	Buy	+100	New	+$9.72K	﹤0.01%	751

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Evoke Wealth's AFRM Position: Q4 2022 in Review

Evoke Wealth sold out of Affirm (AFRM) in Q4 2022, closing a stake of 104 shares — an estimated $2K sold.

Evoke Wealth first reported a position in AFRM in Q1 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

Evoke Wealth reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 104 Affirm shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in Affirm in Q1 2021 and held it in 4 quarters.
Evoke Wealth's Affirm position peaked at $16K in Q4 2021.
353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.