Freedom Wealth Alliance’s Affirm AFRM Stock Holding History

Freedom Wealth 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 Q1	–	Sell	-20	Closed	-$193	–	73
2022 Q4	$193	Buy	+20	New	+$301	﹤0.01%	477

Other funds holding AFRM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LUGPI

Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Freedom Wealth Alliance's AFRM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Affirm (AFRM) in Q1 2023, closing a stake of 20 shares — an estimated $193 sold.

Freedom Wealth Alliance first reported a position in AFRM in Q4 2022 and held it in 1 quarter. The position peaked at $193 in Q4 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

Freedom Wealth Alliance reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 20 Affirm shares in Q1 2023, an estimated $193.
Freedom Wealth Alliance first reported a position in Affirm in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Affirm position peaked at $193 in Q4 2022.
307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.