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Liberty Wealth Management’s Affirm AFRM Stock Holding History

Liberty 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
2021
Q3 		– Sell
-136
Closed -$10K – 1163
2021
Q2 		$10K Buy
136
+36
+36% +$2.3K ﹤0.01% 646
2021
Q1 		$12K Buy
+100
New +$9.72K 0.01% 549

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Liberty Wealth Management's AFRM Position: Q3 2021 in Review

Liberty Wealth Management sold out of Affirm (AFRM) in Q3 2021, closing a stake of 136 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in AFRM in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 338 funds tracked by Wall St. Rank hold AFRM as of Q3 2021.

  • Liberty Wealth Management reported no remaining Affirm position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 136 Affirm shares in Q3 2021, an estimated $10K.
  • Liberty Wealth Management first reported a position in Affirm in Q1 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Affirm position peaked at $12K in Q1 2021.
  • 338 funds tracked by Wall St. Rank held Affirm as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.