FRG Family Wealth Advisors’s Affirm AFRM Stock Holding History

FRG Family Wealth 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 Q2	–	Sell	-75	Closed	-$2.39K	–	145
2024 Q1	$2.39K	Buy	+75	New	+$2.99K	﹤0.01%	317

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

FRG Family Wealth Advisors's AFRM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Affirm (AFRM) in Q2 2024, closing a stake of 75 shares — an estimated $2.39K sold.

FRG Family Wealth Advisors first reported a position in AFRM in Q1 2024 and held it in 1 quarter. The position peaked at $2.39K in Q1 2024. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Affirm position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 75 Affirm shares in Q2 2024, an estimated $2.39K.
FRG Family Wealth Advisors first reported a position in Affirm in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's Affirm position peaked at $2.39K in Q1 2024.
378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.