AWM
AFRM icon

Atticus Wealth Management’s Affirm AFRM Stock Holding History

Atticus 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
-196
Closed -$1.9K – 549
2022
Q4 		$1.9K Sell
196
-201
-51% -$3.03K ﹤0.01% 469
2022
Q3 		$7K Hold
397
– – ﹤0.01% 398
2022
Q2 		$7K Buy
397
+357
+893% +$9.71K ﹤0.01% 429
2022
Q1 		$2K Hold
40
– – ﹤0.01% 515
2021
Q4 		$4K Hold
40
– – ﹤0.01% 393
2021
Q3 		$5K Hold
40
– – ﹤0.01% 364
2021
Q2 		$3K Buy
+40
New +$2.55K ﹤0.01% 338

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

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

Atticus Wealth Management sold out of Affirm (AFRM) in Q1 2023, closing a stake of 196 shares — an estimated $1.9K sold.

Atticus Wealth Management first reported a position in AFRM in Q2 2021 and held it in 7 quarters. The position peaked at $7K in Q3 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • Atticus Wealth Management reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 196 Affirm shares in Q1 2023, an estimated $1.9K.
  • Atticus Wealth Management first reported a position in Affirm in Q2 2021 and held it in 7 quarters.
  • Atticus Wealth Management's Affirm position peaked at $7K in Q3 2022.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.