WRPWM
AFRM icon

Werba Rubin Papier Wealth Management’s Affirm AFRM Stock Holding History

Werba Rubin Papier 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
2023
Q2 		– Sell
-11,515
Closed -$130K – 125
2023
Q1 		$130K Hold
11,515
– – 0.05% 106
2022
Q4 		$111K Buy
+11,515
New +$173K 0.05% 100

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Werba Rubin Papier Wealth Management's AFRM Position: Q2 2023 in Review

Werba Rubin Papier Wealth Management sold out of Affirm (AFRM) in Q2 2023, closing a stake of 11,515 shares — an estimated $130K sold.

Werba Rubin Papier Wealth Management first reported a position in AFRM in Q4 2022 and held it in 2 quarters. The position peaked at $130K in Q1 2023. 313 funds tracked by Wall St. Rank hold AFRM as of Q2 2023.

  • Werba Rubin Papier Wealth Management reported no remaining Affirm position as of Q2 2023 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 11,515 Affirm shares in Q2 2023, an estimated $130K.
  • Werba Rubin Papier Wealth Management first reported a position in Affirm in Q4 2022 and held it in 2 quarters.
  • Werba Rubin Papier Wealth Management's Affirm position peaked at $130K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Affirm as of Q2 2023.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.