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Cassady Schiller Wealth Management’s Affirm AFRM Stock Holding History

Cassady Schiller 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 		$974 Buy
+16
New +$889 ﹤0.01% 793

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

Cassady Schiller Wealth Management's AFRM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Affirm (AFRM) in Q4 2024: 16 shares worth $974. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings.

501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

  • Cassady Schiller Wealth Management held 16 shares of Affirm worth $974 as of Q4 2024.
  • Affirm was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Affirm made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #793 holding.
  • 501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.