MWM
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MinichMacGregor Wealth Management’s Affirm AFRM Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-724
Closed -$7K – 110
2022
Q4 		$7K Buy
+724
New +$10.9K ﹤0.01% 446

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LUGPI
Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MinichMacGregor Wealth Management's AFRM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Affirm (AFRM) in Q1 2023, closing a stake of 724 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in AFRM in Q4 2022 and held it in 1 quarter. The position peaked at $7K in Q4 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 724 Affirm shares in Q1 2023, an estimated $7K.
  • MinichMacGregor Wealth Management first reported a position in Affirm in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Affirm position peaked at $7K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.