Kovack Advisors’s Affirm AFRM Stock Holding History

Kovack 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 Q1	–	Sell	-2,621	Closed	-$264K	–	737
2021 Q4	$264K	Buy	2,621 +110	+4%	+$14.5K	0.03%	570
2021 Q3	$299K	Buy	+2,511	New	+$201K	0.03%	529

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

Kovack Advisors's AFRM Position: Q1 2022 in Review

Kovack Advisors sold out of Affirm (AFRM) in Q1 2022, closing a stake of 2,621 shares — an estimated $264K sold.

Kovack Advisors first reported a position in AFRM in Q3 2021 and held it in 2 quarters. The position peaked at $299K in Q3 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

Kovack Advisors reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
Kovack Advisors sold 2,621 Affirm shares in Q1 2022, an estimated $264K.
Kovack Advisors first reported a position in Affirm in Q3 2021 and held it in 2 quarters.
Kovack Advisors's Affirm position peaked at $299K in Q3 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Kovack Advisors's 13F filing for Q1 2022, filed 16 May 2022.