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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 		– Sell
-4,400
Closed -$25.1K – 2425
2023
Q4 		$25.1K Buy
+4,400
New +$127K ﹤0.01% 1770

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

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. 385 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.
  • 385 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.