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Crewe Advisors’s Affirm AFRM Stock Holding History

Crewe 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
2025
Q2 		– Sell
-4
Closed -$181 – 749
2025
Q1 		$181 Buy
+4
New +$237 ﹤0.01% 696
2024
Q1 		– Sell
-6
Closed -$295 – 930
2023
Q4 		$295 Buy
+6
New +$173 ﹤0.01% 339
2022
Q4 		– Sell
-200
Closed -$4K – 1022
2022
Q3 		$4K Hold
200
– – ﹤0.01% 873
2022
Q2 		$4K Hold
200
– – ﹤0.01% 786
2022
Q1 		$9K Hold
200
– – ﹤0.01% 361
2021
Q4 		$20K Sell
200
-50
-20% -$6.61K ﹤0.01% 260
2021
Q3 		$30K Sell
250
-100
-29% -$7.99K 0.01% 184
2021
Q2 		$24K Hold
350
– – 0.01% 205
2021
Q1 		$25K Buy
+350
New +$34K 0.01% 203

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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