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CarsonAllaria Wealth Management’s Affirm AFRM Stock Holding History

CarsonAllaria 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
2024
Q4 		– Sell
-50
Closed -$2.04K – 352
2024
Q3 		$2.04K Hold
50
– – ﹤0.01% 340
2024
Q2 		$1.51K Hold
50
– – ﹤0.01% 335
2024
Q1 		$1.86K Hold
50
– – ﹤0.01% 337
2023
Q4 		$2.46K Sell
50
-50
-50% -$1.45K ﹤0.01% 293
2023
Q3 		$2.13K Hold
100
– – ﹤0.01% 300
2023
Q2 		$1.53K Hold
100
– – ﹤0.01% 331
2023
Q1 		$1.13K Hold
100
– – ﹤0.01% 329
2022
Q4 		$1K Buy
+100
New +$1.51K ﹤0.01% 300

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CarsonAllaria Wealth Management's AFRM Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Affirm (AFRM) in Q4 2024, closing a stake of 50 shares — an estimated $2.04K sold.

CarsonAllaria Wealth Management first reported a position in AFRM in Q4 2022 and held it in 8 quarters. The position peaked at $2.46K in Q4 2023. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 50 Affirm shares in Q4 2024, an estimated $2.04K.
  • CarsonAllaria Wealth Management first reported a position in Affirm in Q4 2022 and held it in 8 quarters.
  • CarsonAllaria Wealth Management's Affirm position peaked at $2.46K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.