ORG Wealth Partners’s Affirm AFRM Stock Holding History

ORG Wealth Partners’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
2025 Q1	–	Sell	-701	Closed	-$42.7K	–	760
2024 Q4	$42.7K	Hold	701	–	–	0.01%	259
2024 Q3	$28.6K	Buy	+701	New	+$23.3K	0.01%	308

Other funds holding AFRM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ORG Wealth Partners's AFRM Position: Q1 2025 in Review

ORG Wealth Partners sold out of Affirm (AFRM) in Q1 2025, closing a stake of 701 shares — an estimated $42.7K sold.

ORG Wealth Partners first reported a position in AFRM in Q3 2024 and held it in 2 quarters. The position peaked at $42.7K in Q4 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

ORG Wealth Partners reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
ORG Wealth Partners sold 701 Affirm shares in Q1 2025, an estimated $42.7K.
ORG Wealth Partners first reported a position in Affirm in Q3 2024 and held it in 2 quarters.
ORG Wealth Partners's Affirm position peaked at $42.7K in Q4 2024.
490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.