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HC Financial Advisors’s Affirm AFRM Stock Holding History

HC Financial 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
2022
Q2 		$68K Hold
3,773
– – 0.05% 115
2022
Q1 		$175K Hold
3,773
– – 0.1% 84
2021
Q4 		$379K Sell
3,773
-7,200
-66% -$951K 0.21% 71
2021
Q3 		$1.31M Hold
10,973
– – 0.78% 47
2021
Q2 		$739K Buy
+10,973
New +$700K 0.43% 59

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

HC Financial Advisors's AFRM Position: Q2 2022 in Review

HC Financial Advisors held its Affirm (AFRM) position steady in Q2 2022 at 3,773 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #115.

HC Financial Advisors first reported a position in AFRM in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.31M in Q3 2021. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

  • HC Financial Advisors held 3,773 shares of Affirm worth $68K as of Q2 2022.
  • HC Financial Advisors left its Affirm share count unchanged in Q2 2022.
  • Affirm made up 0.05% of HC Financial Advisors's portfolio in Q2 2022, its #115 holding.
  • HC Financial Advisors first reported a position in Affirm in Q2 2021 and has held it in 5 quarters since.
  • HC Financial Advisors's Affirm position peaked at $1.31M in Q3 2021.
  • 347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.