B. Riley Wealth Advisors’s Affirm AFRM Stock Holding History

B. Riley Wealth Advisors’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	-5,130	Closed	-$252K	–	1446
2023 Q4	$252K	Buy	+5,130	New	+$148K	0.01%	1133
2023 Q1	–	Sell	-11,418	Closed	-$110K	–	1519
2022 Q4	$110K	Sell	11,418 -484	-4%	-$7.29K	﹤0.01%	1348
2022 Q3	$224K	Sell	11,902 -6,743	-36%	-$176K	0.01%	1174
2022 Q2	$337K	Buy	18,645 +4,495	+32%	+$122K	0.01%	821
2022 Q1	$655K	Buy	14,150 +8,047	+132%	+$421K	0.02%	618
2021 Q4	$614K	Sell	6,103 -1,537	-20%	-$203K	0.02%	717
2021 Q3	$894K	Buy	+7,640	New	+$611K	0.03%	558

Other funds holding AFRM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

B. Riley Wealth Advisors's AFRM Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Affirm (AFRM) in Q1 2024, closing a stake of 5,130 shares — an estimated $252K sold.

B. Riley Wealth Advisors first reported a position in AFRM in Q3 2021 and held it in 7 quarters. The position peaked at $894K in Q3 2021. 384 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

B. Riley Wealth Advisors reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,130 Affirm shares in Q1 2024, an estimated $252K.
B. Riley Wealth Advisors first reported a position in Affirm in Q3 2021 and held it in 7 quarters.
B. Riley Wealth Advisors's Affirm position peaked at $894K in Q3 2021.
384 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.