XR Securities’s Affirm AFRM Stock Holding History

XR Securities’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	–	Sell	-5,300	Closed	-$422K	–	369
2022 Q2	$422K	Buy	+5,300	New	+$144K	0.14%	105
2022 Q1	–	Sell	-18,100	Closed	-$137K	–	350
2021 Q4	$137K	Sell	18,100 -400	-2%	-$52.9K	0.01%	257
2021 Q3	$91K	Buy	+18,500	New	+$1.48M	0.04%	246

Other funds holding AFRM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

XR Securities's AFRM Position: Q2 2022 in Review

XR Securities sold out of Affirm (AFRM) in Q2 2022, closing a stake of 10,170 shares — an estimated $277K sold.

XR Securities first reported a position in AFRM in Q3 2021 and held it in 3 quarters. The position peaked at $623K in Q4 2021. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

XR Securities reported no remaining Affirm position as of Q2 2022 after selling out during the quarter.
XR Securities sold 10,170 Affirm shares in Q2 2022, an estimated $277K.
XR Securities first reported a position in Affirm in Q3 2021 and held it in 3 quarters.
XR Securities's Affirm position peaked at $623K in Q4 2021.
347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on XR Securities's 13F filing for Q2 2022, filed 14 Jul 2022.