BRWA
AFRM icon

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
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