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AFG Fiduciary Services’s Affirm AFRM Stock Holding History

AFG Fiduciary Services’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
-7,000
Closed -$317K – 84
2023
Q4 		$317K Buy
+7,000
New +$202K 0.26% 54
2022
Q2 		– Sell
-7,250
Closed -$336K – 81
2022
Q1 		$336K Buy
7,250
+5,000
+222% +$262K 0.24% 67
2021
Q4 		$226K Buy
+2,250
New +$297K 0.16% 71

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AFG Fiduciary Services's AFRM Position: Q1 2024 in Review

AFG Fiduciary Services sold out of Affirm (AFRM) in Q1 2024, closing a stake of 7,000 shares — an estimated $317K sold.

AFG Fiduciary Services first reported a position in AFRM in Q4 2021 and held it in 3 quarters. The position peaked at $336K in Q1 2022. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

  • AFG Fiduciary Services reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
  • AFG Fiduciary Services sold 7,000 Affirm shares in Q1 2024, an estimated $317K.
  • AFG Fiduciary Services first reported a position in Affirm in Q4 2021 and held it in 3 quarters.
  • AFG Fiduciary Services's Affirm position peaked at $336K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on AFG Fiduciary Services's 13F filing for Q1 2024, filed 15 Apr 2024.