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Destiny Wealth Partners’s Affirm AFRM Stock Holding History

Destiny 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
Q1 		– Sell
-100
Closed -$967 – 194
2022
Q4 		$967 Hold
100
– – ﹤0.01% 648
2022
Q3 		$2K Hold
100
– – ﹤0.01% 529
2022
Q2 		$2K Hold
100
– – ﹤0.01% 560
2022
Q1 		$5K Buy
+100
New +$5.23K ﹤0.01% 465

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LUGPI
Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Destiny Wealth Partners's AFRM Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Affirm (AFRM) in Q1 2023, closing a stake of 100 shares — an estimated $967 sold.

Destiny Wealth Partners first reported a position in AFRM in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 100 Affirm shares in Q1 2023, an estimated $967.
  • Destiny Wealth Partners first reported a position in Affirm in Q1 2022 and held it in 4 quarters.
  • Destiny Wealth Partners's Affirm position peaked at $5K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.