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Global Wealth Management Investment Advisory’s Affirm AFRM Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-240
Closed -$11K – 492
2022
Q1 		$11K Buy
+240
New +$12.6K ﹤0.01% 305

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Global Wealth Management Investment Advisory's AFRM Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of Affirm (AFRM) in Q2 2022, closing a stake of 240 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in AFRM in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

  • Global Wealth Management Investment Advisory reported no remaining Affirm position as of Q2 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 240 Affirm shares in Q2 2022, an estimated $11K.
  • Global Wealth Management Investment Advisory first reported a position in Affirm in Q1 2022 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Affirm position peaked at $11K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.