Hall Private Wealth Advisors’s Affirm AFRM Stock Holding History

Hall Private 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
2023 Q3	$372K	Sell	17,500 -2,500	-13%	-$45.7K	0.25%	32
2023 Q2	$307K	Buy	20,000 +10,000	+100%	+$133K	0.17%	39
2023 Q1	$113K	Hold	10,000	–	–	0.06%	50
2022 Q4	$96.7K	Hold	10,000	–	–	0.06%	46
2022 Q3	$188K	Hold	10,000	–	–	0.11%	37
2022 Q2	$181K	Hold	10,000	–	–	0.1%	37
2022 Q1	$463K	Buy	10,000 +7,500	+300%	+$392K	0.25%	36
2021 Q4	$251K	Hold	2,500	–	–	0.16%	39
2021 Q3	$298K	Buy	+2,500	New	+$200K	0.19%	42

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hall Private Wealth Advisors's AFRM Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Affirm (AFRM) stake by 13% in Q3 2023, selling an estimated $45.7K and leaving 17,500 shares worth $372K. The position accounts for 0.25% of the portfolio, ranked #32.

Hall Private Wealth Advisors first reported a position in AFRM in Q3 2021 and has held it in 9 quarters since. The position peaked at $463K in Q1 2022. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

Hall Private Wealth Advisors held 17,500 shares of Affirm worth $372K as of Q3 2023.
Hall Private Wealth Advisors sold 2,500 Affirm shares in Q3 2023, an estimated $45.7K.
Affirm made up 0.25% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #32 holding.
Hall Private Wealth Advisors first reported a position in Affirm in Q3 2021 and has held it in 9 quarters since.
Hall Private Wealth Advisors's Affirm position peaked at $463K in Q1 2022.
311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.