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CGC Financial Services’s Affirm AFRM Stock Holding History

CGC Financial Services’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
2025
Q1 		– Sell
-45
Closed -$2.74K – 339
2024
Q4 		$2.74K Hold
45
– – ﹤0.01% 270
2024
Q3 		$1.84K Sell
45
-5
-10% -$166 ﹤0.01% 276
2024
Q2 		$1.51K Hold
50
– – ﹤0.01% 282
2024
Q1 		$1.86K Hold
50
– – ﹤0.01% 283
2023
Q4 		$2.46K Hold
50
– – ﹤0.01% 284
2023
Q3 		$1.06K Hold
50
– – ﹤0.01% 274
2023
Q2 		$767 Buy
+50
New +$663 ﹤0.01% 304

Other funds holding AFRM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CGC Financial Services's AFRM Position: Q1 2025 in Review

CGC Financial Services sold out of Affirm (AFRM) in Q1 2025, closing a stake of 45 shares — an estimated $2.74K sold.

CGC Financial Services first reported a position in AFRM in Q2 2023 and held it in 7 quarters. The position peaked at $2.74K in Q4 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

  • CGC Financial Services reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
  • CGC Financial Services sold 45 Affirm shares in Q1 2025, an estimated $2.74K.
  • CGC Financial Services first reported a position in Affirm in Q2 2023 and held it in 7 quarters.
  • CGC Financial Services's Affirm position peaked at $2.74K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on CGC Financial Services's 13F filing for Q1 2025, filed 14 Apr 2025.