Howe & Rusling’s Affirm AFRM Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-20	Closed	-$2K	–	994
2021 Q4	$2K	Buy	+20	New	+$2.64K	﹤0.01%	838
2021 Q2	–	Sell	-36	Closed	-$3K	–	937
2021 Q1	$3K	Buy	+36	New	+$3.5K	﹤0.01%	721

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Howe & Rusling's AFRM Position: Q1 2022 in Review

Howe & Rusling sold out of Affirm (AFRM) in Q1 2022, closing a stake of 20 shares — an estimated $2K sold.

Howe & Rusling first reported a position in AFRM in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

Howe & Rusling reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
Howe & Rusling sold 20 Affirm shares in Q1 2022, an estimated $2K.
Howe & Rusling first reported a position in Affirm in Q1 2021 and held it in 2 quarters.
Howe & Rusling's Affirm position peaked at $3K in Q1 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.