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Money Concepts Capital’s Affirm AFRM Stock Holding History

Money Concepts Capital’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
-177
Closed -$1.71K – 504
2022
Q4 		$1.71K Buy
177
+171
+2,850% +$2.58K ﹤0.01% 2743
2022
Q3 		$0 Sell
6
-80
-93% -$2.09K ﹤0.01% 1540
2022
Q2 		$1K Sell
86
-6,808
-99% -$185K ﹤0.01% 1356
2022
Q1 		$319K Buy
+6,894
New +$361K 0.02% 562

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

Money Concepts Capital's AFRM Position: Q1 2023 in Review

Money Concepts Capital sold out of Affirm (AFRM) in Q1 2023, closing a stake of 177 shares — an estimated $1.71K sold.

Money Concepts Capital first reported a position in AFRM in Q1 2022 and held it in 4 quarters. The position peaked at $319K in Q1 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • Money Concepts Capital reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 177 Affirm shares in Q1 2023, an estimated $1.71K.
  • Money Concepts Capital first reported a position in Affirm in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Affirm position peaked at $319K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.