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Glen Eagle Advisors’s Affirm AFRM Stock Holding History

Glen Eagle 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
2023
Q2 		– Sell
-11
Closed -$124 – 1068
2023
Q1 		$124 Buy
+11
New +$139 ﹤0.01% 1045
2021
Q3 		– Sell
-120
Closed -$8.08K – 1061
2021
Q2 		$8.08K Sell
120
-200
-63% -$12.8K ﹤0.01% 731
2021
Q1 		$22.6K Buy
+320
New +$31.1K 0.01% 498

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Glen Eagle Advisors's AFRM Position: Q2 2023 in Review

Glen Eagle Advisors sold out of Affirm (AFRM) in Q2 2023, closing a stake of 11 shares — an estimated $124 sold.

Glen Eagle Advisors first reported a position in AFRM in Q1 2021 and held it in 3 quarters. The position peaked at $22.6K in Q1 2021. 313 funds tracked by Wall St. Rank hold AFRM as of Q2 2023.

  • Glen Eagle Advisors reported no remaining Affirm position as of Q2 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 11 Affirm shares in Q2 2023, an estimated $124.
  • Glen Eagle Advisors first reported a position in Affirm in Q1 2021 and held it in 3 quarters.
  • Glen Eagle Advisors's Affirm position peaked at $22.6K in Q1 2021.
  • 313 funds tracked by Wall St. Rank held Affirm as of Q2 2023.

Based on Glen Eagle Advisors's 13F filing for Q2 2023, filed 13 Aug 2024.