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ICA Group Wealth Management’s Affirm AFRM Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-30
Closed -$1.12K – 801
2024
Q1 		$1.12K Hold
30
– – ﹤0.01% 1233
2023
Q4 		$1.47K Buy
+30
New +$867 ﹤0.01% 1206
2023
Q3 		– Sell
-30
Closed -$460 – 254
2023
Q2 		$460 Hold
30
– – ﹤0.01% 1257
2023
Q1 		$338 Hold
30
– – ﹤0.01% 1222
2022
Q4 		$290 Buy
+30
New +$452 ﹤0.01% 1265

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

ICA Group Wealth Management's AFRM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Affirm (AFRM) in Q2 2024, closing a stake of 30 shares — an estimated $1.12K sold.

ICA Group Wealth Management first reported a position in AFRM in Q4 2022 and held it in 5 quarters. The position peaked at $1.47K in Q4 2023. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Affirm position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 30 Affirm shares in Q2 2024, an estimated $1.12K.
  • ICA Group Wealth Management first reported a position in Affirm in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Affirm position peaked at $1.47K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.