Asset Planning Inc’s Affirm AFRM Stock Holding History

Asset Planning Inc’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
2025 Q1	–	Sell	-292	Closed	-$17.8K	–	304
2024 Q4	$17.8K	Buy	+292	New	+$16.2K	0.01%	215

Other funds holding AFRM

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Asset Planning Inc's AFRM Position: Q1 2025 in Review

Asset Planning Inc sold out of Affirm (AFRM) in Q1 2025, closing a stake of 292 shares — an estimated $17.8K sold.

Asset Planning Inc first reported a position in AFRM in Q4 2024 and held it in 1 quarter. The position peaked at $17.8K in Q4 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

Asset Planning Inc reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 292 Affirm shares in Q1 2025, an estimated $17.8K.
Asset Planning Inc first reported a position in Affirm in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's Affirm position peaked at $17.8K in Q4 2024.
490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.