M Holdings Securities’s Affirm AFRM Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-10,938	Closed	-$506K	–	439
2022 Q1	$506K	Buy	+10,938	New	+$572K	0.04%	295

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M Holdings Securities's AFRM Position: Q2 2022 in Review

M Holdings Securities sold out of Affirm (AFRM) in Q2 2022, closing a stake of 10,938 shares — an estimated $506K sold.

M Holdings Securities first reported a position in AFRM in Q1 2022 and held it in 1 quarter. The position peaked at $506K in Q1 2022. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

M Holdings Securities reported no remaining Affirm position as of Q2 2022 after selling out during the quarter.
M Holdings Securities sold 10,938 Affirm shares in Q2 2022, an estimated $506K.
M Holdings Securities first reported a position in Affirm in Q1 2022 and held it in 1 quarter.
M Holdings Securities's Affirm position peaked at $506K in Q1 2022.
347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.