RBC Europe’s Affirm AFRM Stock Holding History

RBC Europe’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	–	Sell	-147	Closed	-$15K	–	630
2021 Q4	$15K	Sell	147 -730	-83%	-$96.5K	﹤0.01%	485
2021 Q3	$104K	Buy	877 +207	+31%	+$16.5K	﹤0.01%	403
2021 Q2	$45.1K	Buy	670 +225	+51%	+$14.4K	﹤0.01%	611
2021 Q1	$31.5K	Buy	+445	New	+$43.2K	﹤0.01%	657

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return

RBC Europe's AFRM Position: Q1 2022 in Review

RBC Europe sold out of Affirm (AFRM) in Q1 2022, closing a stake of 147 shares — an estimated $15K sold.

RBC Europe first reported a position in AFRM in Q1 2021 and held it in 4 quarters. The position peaked at $104K in Q3 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

RBC Europe reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
RBC Europe sold 147 Affirm shares in Q1 2022, an estimated $15K.
RBC Europe first reported a position in Affirm in Q1 2021 and held it in 4 quarters.
RBC Europe's Affirm position peaked at $104K in Q3 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on RBC Europe's 13F filing for Q1 2022, filed 14 Nov 2022.