Opal Wealth Advisors’s Affirm AFRM Stock Holding History

Opal 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
2024 Q3	–	Sell	-20	Closed	-$605	–	211
2024 Q2	$605	Buy	+20	New	+$641	﹤0.01%	1146

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

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

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

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

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

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

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

Opal Wealth Advisors's AFRM Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Affirm (AFRM) in Q3 2024, closing a stake of 20 shares — an estimated $605 sold.

Opal Wealth Advisors first reported a position in AFRM in Q2 2024 and held it in 1 quarter. The position peaked at $605 in Q2 2024. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

Opal Wealth Advisors reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 20 Affirm shares in Q3 2024, an estimated $605.
Opal Wealth Advisors first reported a position in Affirm in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Affirm position peaked at $605 in Q2 2024.
426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.