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Plante Moran Financial Advisors’s Affirm AFRM Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-74
Closed -$5K – 937
2021
Q1 		$5K Buy
+74
New +$7.19K ﹤0.01% 762

Other funds holding AFRM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Plante Moran Financial Advisors's AFRM Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Affirm (AFRM) in Q2 2021, closing a stake of 74 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in AFRM in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 230 funds tracked by Wall St. Rank hold AFRM as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Affirm position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 74 Affirm shares in Q2 2021, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Affirm in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Affirm position peaked at $5K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held Affirm as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.