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AFRM icon

Next Financial Group’s Affirm AFRM Stock Holding History

Next Financial 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
2021
Q4 		$39K Buy
383
+155
+68% +$20.5K ﹤0.01% 1577
2021
Q3 		$27K Buy
+228
New +$18.2K ﹤0.01% 1673
2021
Q2 		– Sell
-50
Closed -$4K – 2614
2021
Q1 		$4K Buy
+50
New +$4.86K ﹤0.01% 2138

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
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Next Financial Group's AFRM Position: Q4 2021 in Review

Next Financial Group increased its Affirm (AFRM) stake by 68% in Q4 2021, buying an estimated $20.5K and bringing the position to 383 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Next Financial Group first reported a position in AFRM in Q1 2021 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

  • Next Financial Group held 383 shares of Affirm worth $39K as of Q4 2021.
  • Next Financial Group bought 155 Affirm shares in Q4 2021, an estimated $20.5K.
  • Affirm made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1577 holding.
  • Next Financial Group first reported a position in Affirm in Q1 2021 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.