Pinnacle Associates’s Affirm AFRM Stock Holding History

Pinnacle 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
2021 Q3	–	Sell	-5,225	Closed	-$352K	–	763
2021 Q2	$352K	Buy	5,225 +725	+16%	+$46.2K	0.01%	608
2021 Q1	$318K	Buy	+4,500	New	+$437K	0.01%	609

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Pinnacle Associates's AFRM Position: Q3 2021 in Review

Pinnacle Associates sold out of Affirm (AFRM) in Q3 2021, closing a stake of 5,225 shares — an estimated $352K sold.

Pinnacle Associates first reported a position in AFRM in Q1 2021 and held it in 2 quarters. The position peaked at $352K in Q2 2021. 338 funds tracked by Wall St. Rank hold AFRM as of Q3 2021.

Pinnacle Associates reported no remaining Affirm position as of Q3 2021 after selling out during the quarter.
Pinnacle Associates sold 5,225 Affirm shares in Q3 2021, an estimated $352K.
Pinnacle Associates first reported a position in Affirm in Q1 2021 and held it in 2 quarters.
Pinnacle Associates's Affirm position peaked at $352K in Q2 2021.
338 funds tracked by Wall St. Rank held Affirm as of Q3 2021.

Based on Pinnacle Associates's 13F filing for Q3 2021, filed 19 Oct 2021.