RMR Wealth Builders’s Affirm AFRM Stock Holding History

RMR Wealth Builders’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	-95	Closed	-$7K	–	186
2021 Q1	$7K	Buy	+95	New	+$9.23K	﹤0.01%	624

Other funds holding AFRM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

TCMNY

Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

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

RMR Wealth Builders's AFRM Position: Q2 2021 in Review

RMR Wealth Builders sold out of Affirm (AFRM) in Q2 2021, closing a stake of 95 shares — an estimated $7K sold.

RMR Wealth Builders first reported a position in AFRM in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 230 funds tracked by Wall St. Rank hold AFRM as of Q2 2021.

RMR Wealth Builders reported no remaining Affirm position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 95 Affirm shares in Q2 2021, an estimated $7K.
RMR Wealth Builders first reported a position in Affirm in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Affirm position peaked at $7K in Q1 2021.
230 funds tracked by Wall St. Rank held Affirm as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.