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Nauset Wealth Management’s Affirm AFRM Stock Holding History

Nauset Wealth Management’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 		$86K Buy
+1,850
New +$96.8K 0.07% 89

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return

Nauset Wealth Management's AFRM Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Affirm (AFRM) in Q1 2022: 1,850 shares worth $86K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings.

391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Nauset Wealth Management held 1,850 shares of Affirm worth $86K as of Q1 2022.
  • Affirm was a new Nauset Wealth Management position in Q1 2022.
  • Affirm made up 0.07% of Nauset Wealth Management's portfolio in Q1 2022, its #89 holding.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.