Riverview Trust Company’s Affirm AFRM Stock Holding History

Riverview Trust Company’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 Q4	–	Sell	-743	Closed	-$14K	–	699
2022 Q3	$14K	Buy	+743	New	+$19.4K	0.01%	449

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Riverview Trust Company's AFRM Position: Q4 2022 in Review

Riverview Trust Company sold out of Affirm (AFRM) in Q4 2022, closing a stake of 743 shares — an estimated $14K sold.

Riverview Trust Company first reported a position in AFRM in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

Riverview Trust Company reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
Riverview Trust Company sold 743 Affirm shares in Q4 2022, an estimated $14K.
Riverview Trust Company first reported a position in Affirm in Q3 2022 and held it in 1 quarter.
Riverview Trust Company's Affirm position peaked at $14K in Q3 2022.
353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.