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Mariner Independent Advisor Network’s Affirm AFRM Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$530K Buy
28,268
+1,199
+4% +$31.4K 0.02% 463
2022
Q2 		$632K Buy
27,069
+10,937
+68% +$298K 0.03% 443
2022
Q1 		$809K Buy
+16,132
New +$844K 0.03% 391

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Independent Advisor Network's AFRM Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Affirm (AFRM) stake by 4.4% in Q3 2022, buying an estimated $31.4K and bringing the position to 28,268 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #463.

Mariner Independent Advisor Network first reported a position in AFRM in Q1 2022 and has held it in 3 quarters since. The position peaked at $809K in Q1 2022. 354 funds tracked by Wall St. Rank hold AFRM as of Q3 2022.

  • Mariner Independent Advisor Network held 28,268 shares of Affirm worth $530K as of Q3 2022.
  • Mariner Independent Advisor Network bought 1,199 Affirm shares in Q3 2022, an estimated $31.4K.
  • Affirm made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #463 holding.
  • Mariner Independent Advisor Network first reported a position in Affirm in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's Affirm position peaked at $809K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.