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Cetera Advisors’s Affirm AFRM Stock Holding History

Cetera 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
2024
Q1 		$269K Sell
7,231
-2,395
-25% -$95.6K ﹤0.01% 2002
2023
Q4 		$473K Buy
+9,626
New +$278K 0.01% 1156
2022
Q4 		– Sell
-36,912
Closed -$692K – 1607
2022
Q3 		$692K Buy
+36,912
New +$966K 0.02% 644
2022
Q2 		– Sell
-6,290
Closed -$291K – 1364
2022
Q1 		$291K Sell
6,290
-4,175
-40% -$218K 0.01% 1119
2021
Q4 		$1.05M Buy
10,465
+2,157
+26% +$285K 0.02% 582
2021
Q3 		$990K Sell
8,308
-6,719
-45% -$537K 0.02% 617
2021
Q2 		$1.01M Buy
15,027
+11,003
+273% +$702K 0.02% 539
2021
Q1 		$285K Buy
+4,024
New +$391K 0.01% 970

Other funds holding AFRM

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return