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Gerber Kawasaki Wealth & Investment Management’s Affirm AFRM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q3 		– Sell
-18,864
Closed -$340K – 238
2022
Q2 		$340K Buy
18,864
+4,316
+30% +$117K 0.03% 179
2022
Q1 		$673K Buy
14,548
+11,478
+374% +$601K 0.05% 136
2021
Q4 		$308K Buy
3,070
+2,885
+1,559% +$381K 0.02% 204
2021
Q3 		$22K Buy
+185
New +$14.8K ﹤0.01% 479

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AFRM Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Affirm (AFRM) in Q3 2022, closing a stake of 18,864 shares — an estimated $340K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AFRM in Q3 2021 and held it in 4 quarters. The position peaked at $673K in Q1 2022. 354 funds tracked by Wall St. Rank hold AFRM as of Q3 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Affirm position as of Q3 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 18,864 Affirm shares in Q3 2022, an estimated $340K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Affirm in Q3 2021 and held it in 4 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Affirm position peaked at $673K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.