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Concord Wealth Partners’s Affirm AFRM Stock Holding History

Concord Wealth Partners’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
2023
Q3 		– Sell
-39
Closed -$598 – 1037
2023
Q2 		$598 Hold
39
– – ﹤0.01% 981
2023
Q1 		$440 Hold
39
– – ﹤0.01% 940
2022
Q4 		$377 Buy
+39
New +$588 ﹤0.01% 1172
2022
Q1 		– Sell
-50
Closed -$5K – 1273
2021
Q4 		$5K Buy
+50
New +$6.61K ﹤0.01% 926

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's AFRM Position: Q3 2023 in Review

Concord Wealth Partners sold out of Affirm (AFRM) in Q3 2023, closing a stake of 39 shares — an estimated $598 sold.

Concord Wealth Partners first reported a position in AFRM in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

  • Concord Wealth Partners reported no remaining Affirm position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 39 Affirm shares in Q3 2023, an estimated $598.
  • Concord Wealth Partners first reported a position in Affirm in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Affirm position peaked at $5K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.