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Raymond James Financial Services Advisors’s Affirm AFRM Stock Holding History

Raymond James Financial Services 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
2023
Q1 		– Sell
-64,500
Closed -$92.4K – 3253
2022
Q4 		$92.4K Buy
+64,500
New +$972K ﹤0.01% 3022

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial Services Advisors's AFRM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Affirm (AFRM) stake by 3.4% in Q3 2024, selling an estimated $181K and leaving 156,327 shares worth $6.38M. The position accounts for 0.01% of the portfolio, ranked #1104.

Raymond James Financial Services Advisors first reported a position in AFRM in Q1 2021 and has held it in 15 quarters since. The position peaked at $10.4M in Q4 2023. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

  • Raymond James Financial Services Advisors held 156,327 shares of Affirm worth $6.38M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 5,459 Affirm shares in Q3 2024, an estimated $181K.
  • Affirm made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1104 holding.
  • Raymond James Financial Services Advisors first reported a position in Affirm in Q1 2021 and has held it in 15 quarters since.
  • Raymond James Financial Services Advisors's Affirm position peaked at $10.4M in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.