Focused Wealth Management’s Affirm AFRM Stock Holding History

Focused Wealth Management’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	-50	Closed	-$2.46K	–	229
2023 Q4	$2.46K	Hold	50	–	–	﹤0.01%	747
2023 Q3	$1.06K	Hold	50	–	–	﹤0.01%	841
2023 Q2	$767	Hold	50	–	–	﹤0.01%	913
2023 Q1	$564	Hold	50	–	–	﹤0.01%	929
2022 Q4	$484	Sell	50 -4,365	-99%	-$65.8K	﹤0.01%	950
2022 Q3	$83K	Hold	4,415	–	–	0.02%	197
2022 Q2	$80K	Hold	4,415	–	–	0.01%	214
2022 Q1	$204K	Buy	4,415 +1,311	+42%	+$68.6K	0.03%	148
2021 Q4	$312K	Buy	3,104 +1,360	+78%	+$180K	0.05%	125
2021 Q3	$208K	Hold	1,744	–	–	0.03%	162
2021 Q2	$117K	Hold	1,744	–	–	0.02%	265
2021 Q1	$123K	Buy	+1,744	New	+$169K	0.02%	245

Other funds holding AFRM

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

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Focused Wealth Management's AFRM Position: Q1 2024 in Review

Focused Wealth Management sold out of Affirm (AFRM) in Q1 2024, closing a stake of 50 shares — an estimated $2.46K sold.

Focused Wealth Management first reported a position in AFRM in Q1 2021 and held it in 12 quarters. The position peaked at $312K in Q4 2021. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Focused Wealth Management reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 50 Affirm shares in Q1 2024, an estimated $2.46K.
Focused Wealth Management first reported a position in Affirm in Q1 2021 and held it in 12 quarters.
Focused Wealth Management's Affirm position peaked at $312K in Q4 2021.
385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.