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Matrix Private Capital Group’s Affirm AFRM Stock Holding History

Matrix Private Capital Group’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
-2,276
Closed -$229K – 254
2021
Q4 		$229K Buy
2,276
+370
+19% +$48.9K 0.11% 169
2021
Q3 		$227K Buy
+1,906
New +$152K 0.12% 157

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
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
JP Morgan Chase
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
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Matrix Private Capital Group's AFRM Position: Q1 2022 in Review

Matrix Private Capital Group sold out of Affirm (AFRM) in Q1 2022, closing a stake of 2,276 shares — an estimated $229K sold.

Matrix Private Capital Group first reported a position in AFRM in Q3 2021 and held it in 2 quarters. The position peaked at $229K in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Matrix Private Capital Group reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
  • Matrix Private Capital Group sold 2,276 Affirm shares in Q1 2022, an estimated $229K.
  • Matrix Private Capital Group first reported a position in Affirm in Q3 2021 and held it in 2 quarters.
  • Matrix Private Capital Group's Affirm position peaked at $229K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Matrix Private Capital Group's 13F filing for Q1 2022, filed 16 May 2022.