Sand Hill Global Advisors’s Affirm AFRM Stock Holding History

Sand Hill Global 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
2022 Q1	–	Sell	-51,840	Closed	-$5.21M	–	152
2021 Q4	$5.21M	Buy	51,840 +471	+0.9%	+$62.2K	0.29%	55
2021 Q3	$6.12M	Sell	51,369 -48	-0.1%	-$3.84K	0.37%	46
2021 Q2	$3.46M	Buy	+51,417	New	+$3.28M	0.21%	63

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

Sand Hill Global Advisors's AFRM Position: Q1 2022 in Review

Sand Hill Global Advisors sold out of Affirm (AFRM) in Q1 2022, closing a stake of 51,840 shares — an estimated $5.21M sold.

Sand Hill Global Advisors first reported a position in AFRM in Q2 2021 and held it in 3 quarters. The position peaked at $6.12M in Q3 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

Sand Hill Global Advisors reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
Sand Hill Global Advisors sold 51,840 Affirm shares in Q1 2022, an estimated $5.21M.
Sand Hill Global Advisors first reported a position in Affirm in Q2 2021 and held it in 3 quarters.
Sand Hill Global Advisors's Affirm position peaked at $6.12M in Q3 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Sand Hill Global Advisors's 13F filing for Q1 2022, filed 13 May 2022.