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Centerpoint Advisors’s Affirm AFRM Stock Holding History

Centerpoint 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
2022
Q4 		– Sell
-125
Closed -$2K – 480
2022
Q3 		$2K Hold
125
– – ﹤0.01% 301
2022
Q2 		$2K Sell
125
-50
-29% -$1.36K ﹤0.01% 313
2022
Q1 		$8K Buy
175
+75
+75% +$3.92K ﹤0.01% 239
2021
Q4 		$10K Buy
100
+50
+100% +$6.61K ﹤0.01% 219
2021
Q3 		$6K Hold
50
– – ﹤0.01% 220
2021
Q2 		$3K Hold
50
– – ﹤0.01% 241
2021
Q1 		$4K Buy
+50
New +$4.86K ﹤0.01% 209

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return

Centerpoint Advisors's AFRM Position: Q4 2022 in Review

Centerpoint Advisors sold out of Affirm (AFRM) in Q4 2022, closing a stake of 125 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in AFRM in Q1 2021 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 354 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • Centerpoint Advisors reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 125 Affirm shares in Q4 2022, an estimated $2K.
  • Centerpoint Advisors first reported a position in Affirm in Q1 2021 and held it in 7 quarters.
  • Centerpoint Advisors's Affirm position peaked at $10K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Centerpoint Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.