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Buckingham Strategic Wealth’s Affirm AFRM Stock Holding History

Buckingham Strategic Wealth’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 		– Sell
-200
Closed -$248 – 808
2024
Q1 		$248 Buy
+200
New +$7.98K ﹤0.01% 761

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
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Buckingham Strategic Wealth's AFRM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Affirm (AFRM) stake by 0.6% in Q2 2024, buying an estimated $1.48K and bringing the position to 7,737 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Buckingham Strategic Wealth first reported a position in AFRM in Q2 2021 and has held it in 7 quarters since. The position peaked at $584K in Q3 2021. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

  • Buckingham Strategic Wealth held 7,737 shares of Affirm worth $234K as of Q2 2024.
  • Buckingham Strategic Wealth bought 46 Affirm shares in Q2 2024, an estimated $1.48K.
  • Affirm made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #664 holding.
  • Buckingham Strategic Wealth first reported a position in Affirm in Q2 2021 and has held it in 7 quarters since.
  • Buckingham Strategic Wealth's Affirm position peaked at $584K in Q3 2021.
  • 378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.