EW
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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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return