AWM
AFRM icon

Accurate Wealth Management’s Affirm AFRM Stock Holding History

Accurate 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
Q1 		– Sell
-530
Closed -$5.33K – 272
2022
Q4 		$5.33K Buy
+530
New +$7.99K ﹤0.01% 1007

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LUGPI
Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accurate Wealth Management's AFRM Position: Q1 2023 in Review

Accurate Wealth Management sold out of Affirm (AFRM) in Q1 2023, closing a stake of 530 shares — an estimated $5.33K sold.

Accurate Wealth Management first reported a position in AFRM in Q4 2022 and held it in 1 quarter. The position peaked at $5.33K in Q4 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • Accurate Wealth Management reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 530 Affirm shares in Q1 2023, an estimated $5.33K.
  • Accurate Wealth Management first reported a position in Affirm in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Affirm position peaked at $5.33K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.