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Cary Street Partners Investment Advisory’s Affirm AFRM Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-10
Closed -$213 – 665
2023
Q3 		$213 Buy
+10
New +$183 ﹤0.01% 1828
2023
Q1 		– Sell
-150
Closed -$1.45K – 1680
2022
Q4 		$1.45K Buy
+150
New +$2.26K ﹤0.01% 1544

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 $110B AUM 4.8% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cary Street Partners Investment Advisory's AFRM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Affirm (AFRM) in Q4 2023, closing a stake of 10 shares — an estimated $213 sold.

Cary Street Partners Investment Advisory first reported a position in AFRM in Q4 2022 and held it in 2 quarters. The position peaked at $1.45K in Q4 2022. 408 funds tracked by Wall St. Rank hold AFRM as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Affirm position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 10 Affirm shares in Q4 2023, an estimated $213.
  • Cary Street Partners Investment Advisory first reported a position in Affirm in Q4 2022 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Affirm position peaked at $1.45K in Q4 2022.
  • 408 funds tracked by Wall St. Rank held Affirm as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.