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CWA Asset Management Group’s Affirm AFRM Stock Holding History

CWA Asset Management Group’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
2022
Q4 		– Sell
-60,488
Closed -$1.14M – 318
2022
Q3 		$1.14M Sell
60,488
-13,558
-18% -$355K 0.11% 110
2022
Q2 		$1.34M Sell
74,046
-852
-1% -$23.2K 0.13% 109
2022
Q1 		$3.47M Buy
74,898
+19,747
+36% +$1.03M 0.26% 79
2021
Q4 		$5.55M Buy
55,151
+2,192
+4% +$290K 0.41% 61
2021
Q3 		$6.31M Buy
+52,959
New +$4.23M 0.5% 55

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

CWA Asset Management Group's AFRM Position: Q4 2022 in Review

CWA Asset Management Group sold out of Affirm (AFRM) in Q4 2022, closing a stake of 60,488 shares — an estimated $1.14M sold.

CWA Asset Management Group first reported a position in AFRM in Q3 2021 and held it in 5 quarters. The position peaked at $6.31M in Q3 2021. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • CWA Asset Management Group reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • CWA Asset Management Group sold 60,488 Affirm shares in Q4 2022, an estimated $1.14M.
  • CWA Asset Management Group first reported a position in Affirm in Q3 2021 and held it in 5 quarters.
  • CWA Asset Management Group's Affirm position peaked at $6.31M in Q3 2021.
  • 353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on CWA Asset Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.