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Schwarz Dygos Wheeler Investment Advisors’s Affirm AFRM Stock Holding History

Schwarz Dygos Wheeler Investment 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
2021
Q4 		– Sell
-2,233
Closed -$266K – 135
2021
Q3 		$266K Buy
+2,233
New +$178K 0.1% 111

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AFRM Position: Q4 2021 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Affirm (AFRM) in Q4 2021, closing a stake of 2,233 shares — an estimated $266K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AFRM in Q3 2021 and held it in 1 quarter. The position peaked at $266K in Q3 2021. 438 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Affirm position as of Q4 2021 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 2,233 Affirm shares in Q4 2021, an estimated $266K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Affirm in Q3 2021 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's Affirm position peaked at $266K in Q3 2021.
  • 438 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.