WA
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Winfield Associates’s Affirm AFRM Stock Holding History

Winfield Associates’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 		$226K Sell
4,889
-343
-7% -$17.9K 0.08% 143
2021
Q4 		$526K Buy
5,232
+3,167
+153% +$418K 0.18% 106
2021
Q3 		$246K Buy
+2,065
New +$165K 0.09% 135

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Winfield Associates's AFRM Position: Q1 2022 in Review

Winfield Associates reduced its Affirm (AFRM) stake by 6.6% in Q1 2022, selling an estimated $17.9K and leaving 4,889 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #143.

Winfield Associates first reported a position in AFRM in Q3 2021 and has held it in 3 quarters since. The position peaked at $526K in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

  • Winfield Associates held 4,889 shares of Affirm worth $226K as of Q1 2022.
  • Winfield Associates sold 343 Affirm shares in Q1 2022, an estimated $17.9K.
  • Affirm made up 0.08% of Winfield Associates's portfolio in Q1 2022, its #143 holding.
  • Winfield Associates first reported a position in Affirm in Q3 2021 and has held it in 3 quarters since.
  • Winfield Associates's Affirm position peaked at $526K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.