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Wipfli Financial Advisors’s Affirm AFRM Stock Holding History

Wipfli Financial 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
Q3 		$17K Buy
+896
New +$23.4K ﹤0.01% 1619

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's AFRM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Affirm (AFRM) in Q3 2022: 896 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings.

354 funds tracked by Wall St. Rank hold AFRM as of Q3 2022.

  • Wipfli Financial Advisors held 896 shares of Affirm worth $17K as of Q3 2022.
  • Affirm was a new Wipfli Financial Advisors position in Q3 2022.
  • Affirm made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1619 holding.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.