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Glassman Wealth Services’s Affirm AFRM Stock Holding History

Glassman Wealth Services’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
-246
Closed -$12.1K – 247
2023
Q4 		$12.1K Sell
246
-113
-31% -$3.27K ﹤0.01% 828
2023
Q3 		$7.64K Buy
359
+201
+127% +$3.67K ﹤0.01% 929
2023
Q2 		$2.42K Buy
158
+44
+39% +$584 ﹤0.01% 1190
2023
Q1 		$1.28K Sell
114
-119
-51% -$1.5K ﹤0.01% 1354
2022
Q4 		$2.25K Buy
233
+219
+1,564% +$3.3K ﹤0.01% 1232
2022
Q3 		$0 Buy
+14
New +$366 ﹤0.01% 1625
2021
Q3 		– Sell
-49
Closed -$3K – 1565
2021
Q2 		$3K Hold
49
– – ﹤0.01% 1023
2021
Q1 		$3K Buy
+49
New +$4.76K ﹤0.01% 969

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

Glassman Wealth Services's AFRM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Affirm (AFRM) in Q1 2024, closing a stake of 246 shares — an estimated $12.1K sold.

Glassman Wealth Services first reported a position in AFRM in Q1 2021 and held it in 8 quarters. The position peaked at $12.1K in Q4 2023. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 246 Affirm shares in Q1 2024, an estimated $12.1K.
  • Glassman Wealth Services first reported a position in Affirm in Q1 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Affirm position peaked at $12.1K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.