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Prestige Wealth Management Group’s Affirm AFRM Stock Holding History

Prestige Wealth Management Group’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
-757
Closed -$46.1K – 1013
2024
Q4 		$46.1K Buy
757
+332
+78% +$18.5K 0.01% 265
2024
Q3 		$17.3K Buy
+425
New +$14.1K ﹤0.01% 363
2022
Q2 		– Sell
-31
Closed -$1K – 967
2022
Q1 		$1K Sell
31
-2,434
-99% -$127K ﹤0.01% 836
2021
Q4 		$248K Sell
2,465
-140
-5% -$18.5K 0.06% 120
2021
Q3 		$310K Buy
+2,605
New +$208K 0.08% 102

Other funds holding AFRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prestige Wealth Management Group's AFRM Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of Affirm (AFRM) in Q1 2025, closing a stake of 757 shares — an estimated $46.1K sold.

Prestige Wealth Management Group first reported a position in AFRM in Q3 2021 and held it in 5 quarters. The position peaked at $310K in Q3 2021. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 757 Affirm shares in Q1 2025, an estimated $46.1K.
  • Prestige Wealth Management Group first reported a position in Affirm in Q3 2021 and held it in 5 quarters.
  • Prestige Wealth Management Group's Affirm position peaked at $310K in Q3 2021.
  • 490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.