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 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 Advisors's AFRM Position: Q1 2024 in Review

Cetera Advisors reduced its Affirm (AFRM) stake by 25% in Q1 2024, selling an estimated $95.6K and leaving 7,231 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Cetera Advisors first reported a position in AFRM in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2021. 384 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Cetera Advisors held 7,231 shares of Affirm worth $269K as of Q1 2024.
Cetera Advisors sold 2,395 Affirm shares in Q1 2024, an estimated $95.6K.
Affirm made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2002 holding.
Cetera Advisors first reported a position in Affirm in Q1 2021 and has held it in 8 quarters since.
Cetera Advisors's Affirm position peaked at $1.05M in Q4 2021.
384 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

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