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Evolution Wealth Advisors’s Affirm AFRM Stock Holding History

Evolution 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
2021
Q3 		– Sell
-2,712
Closed -$183K – 661
2021
Q2 		$183K Buy
+2,712
New +$173K 0.04% 125

Other funds holding AFRM

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Evolution Wealth Advisors's AFRM Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of Affirm (AFRM) in Q3 2021, closing a stake of 2,712 shares — an estimated $183K sold.

Evolution Wealth Advisors first reported a position in AFRM in Q2 2021 and held it in 1 quarter. The position peaked at $183K in Q2 2021. 338 funds tracked by Wall St. Rank hold AFRM as of Q3 2021.

  • Evolution Wealth Advisors reported no remaining Affirm position as of Q3 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,712 Affirm shares in Q3 2021, an estimated $183K.
  • Evolution Wealth Advisors first reported a position in Affirm in Q2 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Affirm position peaked at $183K in Q2 2021.
  • 338 funds tracked by Wall St. Rank held Affirm as of Q3 2021.

Based on Evolution Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.