Fiduciary Alliance’s Affirm AFRM Stock Holding History

Fiduciary Alliance’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	-50	Closed	-$767	–	189
2023 Q2	$767	Buy	+50	New	+$663	﹤0.01%	890
2023 Q1	–	Sell	-50	Closed	-$484	–	157
2022 Q4	$484	Buy	+50	New	+$753	﹤0.01%	850

Other funds holding AFRM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's AFRM Position: Q3 2023 in Review

Fiduciary Alliance sold out of Affirm (AFRM) in Q3 2023, closing a stake of 50 shares — an estimated $767 sold.

Fiduciary Alliance first reported a position in AFRM in Q4 2022 and held it in 2 quarters. The position peaked at $767 in Q2 2023. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

Fiduciary Alliance reported no remaining Affirm position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 50 Affirm shares in Q3 2023, an estimated $767.
Fiduciary Alliance first reported a position in Affirm in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Affirm position peaked at $767 in Q2 2023.
311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.