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Loring Wolcott & Coolidge Fiduciary Advisors’s Affirm AFRM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q4 		– Sell
-50
Closed – – 576
2022
Q3 		$0 Hold
50
– – ﹤0.01% 599
2022
Q2 		$0 Sell
50
-35
-41% -$952 ﹤0.01% 627
2022
Q1 		$4K Hold
85
– – ﹤0.01% 594
2021
Q4 		$9K Buy
85
+45
+113% +$5.95K ﹤0.01% 609
2021
Q3 		$5K Buy
+40
New +$3.2K ﹤0.01% 652

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AFRM Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Affirm (AFRM) in Q4 2022, closing a stake of 50 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AFRM in Q3 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 354 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 50 Affirm shares in Q4 2022.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Affirm in Q3 2021 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Affirm position peaked at $9K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.