Able Wealth Management’s Affirm AFRM Stock Holding History

Able 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
2024 Q1	–	Sell	-20	Closed	-$983	–	101
2023 Q4	$983	Buy	+20	New	+$578	﹤0.01%	522

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

Able Wealth Management's AFRM Position: Q1 2024 in Review

Able Wealth Management sold out of Affirm (AFRM) in Q1 2024, closing a stake of 20 shares — an estimated $983 sold.

Able Wealth Management first reported a position in AFRM in Q4 2023 and held it in 1 quarter. The position peaked at $983 in Q4 2023. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Able Wealth Management reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 20 Affirm shares in Q1 2024, an estimated $983.
Able Wealth Management first reported a position in Affirm in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Affirm position peaked at $983 in Q4 2023.
385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.