GI
AFRM icon

Gradient Investments’s Affirm AFRM Stock Holding History

Gradient Investments’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
Q3 		– Sell
-77
Closed -$2.33K – 317
2024
Q2 		$2.33K Hold
77
– – ﹤0.01% 964
2024
Q1 		$2.87K Hold
77
– – ﹤0.01% 803
2023
Q4 		$3.78K Hold
77
– – ﹤0.01% 1061
2023
Q3 		$1.64K Hold
77
– – ﹤0.01% 1227
2023
Q2 		$1.18K Hold
77
– – ﹤0.01% 1309
2023
Q1 		$868 Buy
+77
New +$970 ﹤0.01% 1222

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
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
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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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

Gradient Investments's AFRM Position: Q3 2024 in Review

Gradient Investments sold out of Affirm (AFRM) in Q3 2024, closing a stake of 77 shares — an estimated $2.33K sold.

Gradient Investments first reported a position in AFRM in Q1 2023 and held it in 6 quarters. The position peaked at $3.78K in Q4 2023. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

  • Gradient Investments reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 77 Affirm shares in Q3 2024, an estimated $2.33K.
  • Gradient Investments first reported a position in Affirm in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's Affirm position peaked at $3.78K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.