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Planned Solutions’s Affirm AFRM Stock Holding History

Planned Solutions’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
Q4 		– Sell
-737
Closed -$30.1K – 127
2024
Q3 		$30.1K Buy
+737
New +$24.5K 0.01% 356
2024
Q1 		– Sell
-508
Closed -$25K – 111
2023
Q4 		$25K Buy
+508
New +$14.7K 0.01% 356

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Planned Solutions's AFRM Position: Q4 2024 in Review

Planned Solutions sold out of Affirm (AFRM) in Q4 2024, closing a stake of 737 shares — an estimated $30.1K sold.

Planned Solutions first reported a position in AFRM in Q4 2023 and held it in 2 quarters. The position peaked at $30.1K in Q3 2024. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

  • Planned Solutions reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 737 Affirm shares in Q4 2024, an estimated $30.1K.
  • Planned Solutions first reported a position in Affirm in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Affirm position peaked at $30.1K in Q3 2024.
  • 501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.