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Parametric Portfolio Associates’s Affirm AFRM Stock Holding History

Parametric Portfolio Associates’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 		$5.09M Buy
109,971
+11,067
+11% +$579K ﹤0.01% 1843
2021
Q4 		$9.95M Buy
98,904
+70,893
+253% +$9.37M 0.01% 1378
2021
Q3 		$3.34M Buy
28,011
+11,818
+73% +$944K ﹤0.01% 2112
2021
Q2 		$1.09M Buy
+16,193
New +$1.03M ﹤0.01% 2725

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

Parametric Portfolio Associates's AFRM Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Affirm (AFRM) stake by 11% in Q1 2022, buying an estimated $579K and bringing the position to 109,971 shares worth $5.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Parametric Portfolio Associates first reported a position in AFRM in Q2 2021 and has held it in 4 quarters since. The position peaked at $9.95M in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Parametric Portfolio Associates held 109,971 shares of Affirm worth $5.09M as of Q1 2022.
  • Parametric Portfolio Associates bought 11,067 Affirm shares in Q1 2022, an estimated $579K.
  • Affirm made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1843 holding.
  • Parametric Portfolio Associates first reported a position in Affirm in Q2 2021 and has held it in 4 quarters since.
  • Parametric Portfolio Associates's Affirm position peaked at $9.95M in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.