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First Foundation Advisors’s Affirm AFRM Stock Holding History

First Foundation 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
2024
Q1 		– Sell
-4,042
Closed -$199K – 436
2023
Q4 		$199K Buy
+4,042
New +$117K 0.01% 339
2022
Q1 		– Sell
-4,242
Closed -$427K – 424
2021
Q4 		$427K Buy
4,242
+200
+5% +$26.4K 0.01% 292
2021
Q3 		$482K Buy
+4,042
New +$323K 0.02% 278

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

First Foundation Advisors's AFRM Position: Q1 2024 in Review

First Foundation Advisors sold out of Affirm (AFRM) in Q1 2024, closing a stake of 4,042 shares — an estimated $199K sold.

First Foundation Advisors first reported a position in AFRM in Q3 2021 and held it in 3 quarters. The position peaked at $482K in Q3 2021. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

  • First Foundation Advisors reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
  • First Foundation Advisors sold 4,042 Affirm shares in Q1 2024, an estimated $199K.
  • First Foundation Advisors first reported a position in Affirm in Q3 2021 and held it in 3 quarters.
  • First Foundation Advisors's Affirm position peaked at $482K in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.