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Benjamin F. Edwards & Company’s Affirm AFRM Stock Holding History

Benjamin F. Edwards & Company’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 		$12K Sell
400
-4,957
-93% -$159K ﹤0.01% 1664
2024
Q1 		$200K Buy
5,357
+5,196
+3,227% +$207K ﹤0.01% 907
2023
Q4 		$8K Buy
+161
New +$4.65K ﹤0.01% 1706
2022
Q1 		– Sell
-270
Closed -$27K – 1752
2021
Q4 		$27K Hold
270
– – ﹤0.01% 1169
2021
Q3 		$32K Buy
+270
New +$21.6K ﹤0.01% 1128

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Benjamin F. Edwards & Company's AFRM Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Affirm (AFRM) stake by 93% in Q2 2024, selling an estimated $159K and leaving 400 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Benjamin F. Edwards & Company first reported a position in AFRM in Q3 2021 and has held it in 5 quarters since. The position peaked at $200K in Q1 2024. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

  • Benjamin F. Edwards & Company held 400 shares of Affirm worth $12K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 4,957 Affirm shares in Q2 2024, an estimated $159K.
  • Affirm made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1664 holding.
  • Benjamin F. Edwards & Company first reported a position in Affirm in Q3 2021 and has held it in 5 quarters since.
  • Benjamin F. Edwards & Company's Affirm position peaked at $200K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.