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Reilly Financial Advisors’s Affirm AFRM Stock Holding History

Reilly 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
Q4 		$8K Buy
+84
New +$11.1K ﹤0.01% 745

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Reilly Financial Advisors's AFRM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Affirm (AFRM) in Q4 2021: 84 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

439 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

  • Reilly Financial Advisors held 84 shares of Affirm worth $8K as of Q4 2021.
  • Affirm was a new Reilly Financial Advisors position in Q4 2021.
  • Affirm made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #745 holding.
  • 439 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.