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Moody Lynn & Lieberson’s Affirm AFRM Stock Holding History

Moody Lynn & Lieberson’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
-11,873
Closed -$1.19M – 229
2021
Q4 		$1.19M Sell
11,873
-22,168
-65% -$2.93M 0.08% 112
2021
Q3 		$4.05M Buy
+34,041
New +$2.72M 0.3% 70

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

Moody Lynn & Lieberson's AFRM Position: Q1 2022 in Review

Moody Lynn & Lieberson sold out of Affirm (AFRM) in Q1 2022, closing a stake of 11,873 shares — an estimated $1.19M sold.

Moody Lynn & Lieberson first reported a position in AFRM in Q3 2021 and held it in 2 quarters. The position peaked at $4.05M in Q3 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Moody Lynn & Lieberson reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 11,873 Affirm shares in Q1 2022, an estimated $1.19M.
  • Moody Lynn & Lieberson first reported a position in Affirm in Q3 2021 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Affirm position peaked at $4.05M in Q3 2021.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2022, filed 27 Apr 2022.