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Rockbridge Investment Management’s Affirm AFRM Stock Holding History

Rockbridge Investment Management’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
Q2 		– Sell
-56
Closed -$2.61K – 650
2022
Q1 		$2.61K Hold
56
– – ﹤0.01% 683
2021
Q4 		$6K Hold
56
– – ﹤0.01% 629
2021
Q3 		$7K Buy
+56
New +$4.47K ﹤0.01% 565

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockbridge Investment Management's AFRM Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Affirm (AFRM) in Q2 2022, closing a stake of 56 shares — an estimated $2.61K sold.

Rockbridge Investment Management first reported a position in AFRM in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Affirm position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 56 Affirm shares in Q2 2022, an estimated $2.61K.
  • Rockbridge Investment Management first reported a position in Affirm in Q3 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Affirm position peaked at $7K in Q3 2021.
  • 347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.