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Finivi Inc’s Affirm AFRM Stock Holding History

Finivi Inc’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 		$227K Buy
+2,262
New +$299K 0.24% 70

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Finivi Inc's AFRM Position: Q4 2021 in Review

Finivi Inc opened a new position in Affirm (AFRM) in Q4 2021: 2,262 shares worth $227K. The stake represents 0.24% of the portfolio and ranks #70 among its holdings.

438 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

  • Finivi Inc held 2,262 shares of Affirm worth $227K as of Q4 2021.
  • Affirm was a new Finivi Inc position in Q4 2021.
  • Affirm made up 0.24% of Finivi Inc's portfolio in Q4 2021, its #70 holding.
  • 438 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on Finivi Inc's 13F filing for Q4 2021, filed 19 Dec 2025.