SWM
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Selective Wealth Management’s Affirm AFRM Stock Holding History

Selective Wealth 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
Q4 		– Sell
-300
Closed -$6K – 143
2022
Q3 		$6K Hold
300
– – ﹤0.01% 566
2022
Q2 		$5K Hold
300
– – ﹤0.01% 620
2022
Q1 		$14K Hold
300
– – 0.01% 488
2021
Q4 		$30K Buy
300
+100
+50% +$13.2K 0.01% 348
2021
Q3 		$24K Buy
+200
New +$16K 0.01% 343

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
Geode Capital Management
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

Selective Wealth Management's AFRM Position: Q4 2022 in Review

Selective Wealth Management sold out of Affirm (AFRM) in Q4 2022, closing a stake of 300 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in AFRM in Q3 2021 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • Selective Wealth Management reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 300 Affirm shares in Q4 2022, an estimated $6K.
  • Selective Wealth Management first reported a position in Affirm in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Affirm position peaked at $30K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.