Richmond Brothers’s Affirm AFRM Stock Holding History

Richmond Brothers’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	-2,787	Closed	-$280K	–	23
2021 Q4	$280K	Buy	+2,787	New	+$368K	0.2%	23

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Richmond Brothers's AFRM Position: Q1 2022 in Review

Richmond Brothers sold out of Affirm (AFRM) in Q1 2022, closing a stake of 2,787 shares — an estimated $280K sold.

Richmond Brothers first reported a position in AFRM in Q4 2021 and held it in 1 quarter. The position peaked at $280K in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

Richmond Brothers reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
Richmond Brothers sold 2,787 Affirm shares in Q1 2022, an estimated $280K.
Richmond Brothers first reported a position in Affirm in Q4 2021 and held it in 1 quarter.
Richmond Brothers's Affirm position peaked at $280K in Q4 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Richmond Brothers's 13F filing for Q1 2022, filed 5 May 2022.