Cetera Advisor Networks’s Affirm AFRM Stock Holding History

Cetera Advisor Networks’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 Q1	$393K	Buy	10,538 +4,072	+63%	+$163K	﹤0.01%	2091
2023 Q4	$318K	Buy	+6,466	New	+$187K	﹤0.01%	2204
2022 Q2	–	Sell	-9,354	Closed	-$433K	–	2063
2022 Q1	$433K	Buy	9,354 +5,751	+160%	+$301K	0.01%	1387
2021 Q4	$362K	Buy	3,603 +231	+7%	+$30.5K	﹤0.01%	1493
2021 Q3	$402K	Buy	3,372 +244	+8%	+$19.5K	0.01%	1343
2021 Q2	$211K	Buy	+3,128	New	+$200K	﹤0.01%	1734

Other funds holding AFRM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Cetera Advisor Networks's AFRM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Affirm (AFRM) stake by 63% in Q1 2024, buying an estimated $163K and bringing the position to 10,538 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Cetera Advisor Networks first reported a position in AFRM in Q2 2021 and has held it in 6 quarters since. The position peaked at $433K in Q1 2022. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Cetera Advisor Networks held 10,538 shares of Affirm worth $393K as of Q1 2024.
Cetera Advisor Networks bought 4,072 Affirm shares in Q1 2024, an estimated $163K.
Affirm made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2091 holding.
Cetera Advisor Networks first reported a position in Affirm in Q2 2021 and has held it in 6 quarters since.
Cetera Advisor Networks's Affirm position peaked at $433K in Q1 2022.
385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.