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Raymond James & Associates’s Affirm AFRM Stock Holding History

Raymond James & Associates’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 		$3.63M Buy
88,988
+19,394
+28% +$643K ﹤0.01% 1867
2024
Q2 		$2.1M Buy
69,594
+19,920
+40% +$639K ﹤0.01% 2138
2024
Q1 		$1.85M Buy
49,674
+19,234
+63% +$768K ﹤0.01% 2206
2023
Q4 		$1.5M Buy
30,440
+9,222
+43% +$267K ﹤0.01% 2272
2023
Q3 		$451K Buy
21,218
+1,781
+9% +$32.5K ﹤0.01% 2963
2023
Q2 		$298K Sell
19,437
-2,502
-11% -$33.2K ﹤0.01% 3262
2023
Q1 		$247K Sell
21,939
-6,257
-22% -$78.8K ﹤0.01% 3373
2022
Q4 		$273K Sell
28,196
-8,641
-23% -$130K ﹤0.01% 3278
2022
Q3 		$691K Sell
36,837
-6,094
-14% -$159K ﹤0.01% 2626
2022
Q2 		$775K Sell
42,931
-6,736
-14% -$183K ﹤0.01% 2623
2022
Q1 		$2.3M Buy
49,667
+4,005
+9% +$210K ﹤0.01% 2026
2021
Q4 		$4.59M Sell
45,662
-5,794
-11% -$766K ﹤0.01% 1612
2021
Q3 		$6.13M Buy
51,456
+45,879
+823% +$3.67M 0.01% 1364
2021
Q2 		$376K Buy
5,577
+737
+15% +$47K ﹤0.01% 3281
2021
Q1 		$342K Buy
+4,840
New +$470K ﹤0.01% 3269

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James & Associates's AFRM Position: Q3 2024 in Review

Raymond James & Associates increased its Affirm (AFRM) stake by 28% in Q3 2024, buying an estimated $643K and bringing the position to 88,988 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Raymond James & Associates first reported a position in AFRM in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.13M in Q3 2021. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

  • Raymond James & Associates held 88,988 shares of Affirm worth $3.63M as of Q3 2024.
  • Raymond James & Associates bought 19,394 Affirm shares in Q3 2024, an estimated $643K.
  • Affirm made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1867 holding.
  • Raymond James & Associates first reported a position in Affirm in Q1 2021 and has held it in 15 quarters since.
  • Raymond James & Associates's Affirm position peaked at $6.13M in Q3 2021.
  • 426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.