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BerganKDV Wealth Management’s Affirm AFRM Stock Holding History

BerganKDV 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
Q2 		$506 Hold
33
– – ﹤0.01% 812
2023
Q1 		$372 Hold
33
– – ﹤0.01% 998
2022
Q4 		$319 Buy
33
+10
+43% +$151 ﹤0.01% 990
2022
Q3 		$0 Buy
+23
New +$602 ﹤0.01% 958

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

BerganKDV Wealth Management's AFRM Position: Q2 2023 in Review

BerganKDV Wealth Management held its Affirm (AFRM) position steady in Q2 2023 at 33 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #812.

BerganKDV Wealth Management first reported a position in AFRM in Q3 2022 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold AFRM as of Q2 2023.

  • BerganKDV Wealth Management held 33 shares of Affirm worth $506 as of Q2 2023.
  • BerganKDV Wealth Management left its Affirm share count unchanged in Q2 2023.
  • Affirm made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #812 holding.
  • BerganKDV Wealth Management first reported a position in Affirm in Q3 2022 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held Affirm as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.