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Institutional & Family Asset Management’s Affirm AFRM Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-150
Closed -$11K – 940
2021
Q1 		$11K Buy
+150
New +$14.6K ﹤0.01% 549

Other funds holding AFRM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Institutional & Family Asset Management's AFRM Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Affirm (AFRM) in Q2 2021, closing a stake of 150 shares — an estimated $11K sold.

Institutional & Family Asset Management first reported a position in AFRM in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 230 funds tracked by Wall St. Rank hold AFRM as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Affirm position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 150 Affirm shares in Q2 2021, an estimated $11K.
  • Institutional & Family Asset Management first reported a position in Affirm in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Affirm position peaked at $11K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held Affirm as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.