AllSquare Wealth Management’s Affirm AFRM Stock Holding History

AllSquare 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 Q2	–	Sell	-68	Closed	-$2.53K	–	538
2024 Q1	$2.53K	Hold	68	–	–	﹤0.01%	456
2023 Q4	$3.34K	Hold	68	–	–	﹤0.01%	444
2023 Q3	$1.45K	Hold	68	–	–	﹤0.01%	481
2023 Q2	$1K	Hold	68	–	–	﹤0.01%	504
2023 Q1	$766	Hold	68	–	–	﹤0.01%	502
2022 Q4	$658	Hold	68	–	–	﹤0.01%	486
2022 Q3	$1K	Hold	68	–	–	﹤0.01%	468
2022 Q2	$1K	Hold	68	–	–	﹤0.01%	473
2022 Q1	$3K	Hold	68	–	–	﹤0.01%	442
2021 Q4	$7K	Hold	68	–	–	﹤0.01%	400
2021 Q3	$8K	Hold	68	–	–	﹤0.01%	383
2021 Q2	$5K	Hold	68	–	–	﹤0.01%	423
2021 Q1	$5K	Buy	+68	New	+$6.61K	﹤0.01%	415

Other funds holding AFRM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

AllSquare Wealth Management's AFRM Position: Q2 2024 in Review

AllSquare Wealth Management sold out of Affirm (AFRM) in Q2 2024, closing a stake of 68 shares — an estimated $2.53K sold.

AllSquare Wealth Management first reported a position in AFRM in Q1 2021 and held it in 13 quarters. The position peaked at $8K in Q3 2021. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

AllSquare Wealth Management reported no remaining Affirm position as of Q2 2024 after selling out during the quarter.
AllSquare Wealth Management sold 68 Affirm shares in Q2 2024, an estimated $2.53K.
AllSquare Wealth Management first reported a position in Affirm in Q1 2021 and held it in 13 quarters.
AllSquare Wealth Management's Affirm position peaked at $8K in Q3 2021.
378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on AllSquare Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.