Carolina Wealth Advisors’s Affirm AFRM Stock Holding History

Carolina 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
2023 Q2	–	Sell	-10	Closed	-$113	–	258
2023 Q1	$113	Buy	+10	New	+$126	﹤0.01%	266

Other funds holding AFRM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carolina Wealth Advisors's AFRM Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of Affirm (AFRM) in Q2 2023, closing a stake of 10 shares — an estimated $113 sold.

Carolina Wealth Advisors first reported a position in AFRM in Q1 2023 and held it in 1 quarter. The position peaked at $113 in Q1 2023. 313 funds tracked by Wall St. Rank hold AFRM as of Q2 2023.

Carolina Wealth Advisors reported no remaining Affirm position as of Q2 2023 after selling out during the quarter.
Carolina Wealth Advisors sold 10 Affirm shares in Q2 2023, an estimated $113.
Carolina Wealth Advisors first reported a position in Affirm in Q1 2023 and held it in 1 quarter.
Carolina Wealth Advisors's Affirm position peaked at $113 in Q1 2023.
313 funds tracked by Wall St. Rank held Affirm as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.