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Householder Group Estate & Retirement Specialist’s Affirm AFRM Stock Holding History

Householder Group Estate & Retirement Specialist’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
-135
Closed -$4K – 1144
2024
Q2 		$4K Hold
135
– – ﹤0.01% 944
2024
Q1 		$5.03K Hold
135
– – ﹤0.01% 927
2023
Q4 		$6K Hold
135
– – ﹤0.01% 851
2023
Q3 		$2.87K Buy
+135
New +$2.47K ﹤0.01% 1027
2023
Q1 		$2K Hold
135
– – ﹤0.01% 1061
2022
Q4 		$1K Hold
135
– – ﹤0.01% 326
2022
Q3 		$2K Buy
+135
New +$3.53K ﹤0.01% 946

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

Householder Group Estate & Retirement Specialist's AFRM Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Affirm (AFRM) in Q3 2024, closing a stake of 135 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in AFRM in Q3 2022 and held it in 7 quarters. The position peaked at $6K in Q4 2023. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 135 Affirm shares in Q3 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in Affirm in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Affirm position peaked at $6K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.