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Intelligence Driven Advisers’s Affirm AFRM Stock Holding History

Intelligence Driven Advisers’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
Q4 		– Sell
-3,000
Closed -$334K – 87
2021
Q3 		$334K Hold
3,000
– – 0.07% 61
2021
Q2 		$202K Hold
3,000
– – 0.04% 91
2021
Q1 		$212K Buy
+3,000
New +$292K 0.05% 71

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Intelligence Driven Advisers's AFRM Position: Q4 2021 in Review

Intelligence Driven Advisers sold out of Affirm (AFRM) in Q4 2021, closing a stake of 3,000 shares — an estimated $334K sold.

Intelligence Driven Advisers first reported a position in AFRM in Q1 2021 and held it in 3 quarters. The position peaked at $334K in Q3 2021. 439 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

  • Intelligence Driven Advisers reported no remaining Affirm position as of Q4 2021 after selling out during the quarter.
  • Intelligence Driven Advisers sold 3,000 Affirm shares in Q4 2021, an estimated $334K.
  • Intelligence Driven Advisers first reported a position in Affirm in Q1 2021 and held it in 3 quarters.
  • Intelligence Driven Advisers's Affirm position peaked at $334K in Q3 2021.
  • 439 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on Intelligence Driven Advisers's 13F filing for Q4 2021, filed 19 Jan 2022.