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Independent Solutions Wealth Management’s Affirm AFRM Stock Holding History

Independent Solutions Wealth 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
Q2 		– Sell
-14,758
Closed -$683K – 217
2022
Q1 		$683K Sell
14,758
-285
-2% -$14.9K 0.16% 109
2021
Q4 		$1.51M Buy
15,043
+9,975
+197% +$1.32M 0.36% 75
2021
Q3 		$604K Buy
+5,068
New +$405K 0.15% 123

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

Independent Solutions Wealth Management's AFRM Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Affirm (AFRM) in Q2 2022, closing a stake of 14,758 shares — an estimated $683K sold.

Independent Solutions Wealth Management first reported a position in AFRM in Q3 2021 and held it in 3 quarters. The position peaked at $1.51M in Q4 2021. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining Affirm position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 14,758 Affirm shares in Q2 2022, an estimated $683K.
  • Independent Solutions Wealth Management first reported a position in Affirm in Q3 2021 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Affirm position peaked at $1.51M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.