Source Financial Advisors’s Affirm AFRM Stock Holding History

Source Financial 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
2024 Q3	$646K	Hold	15,835	–	–	0.19%	60
2024 Q2	$478K	Hold	15,835	–	–	0.15%	72
2024 Q1	$590K	Hold	15,835	–	–	0.18%	63
2023 Q4	$778K	Hold	15,835	–	–	0.24%	60
2023 Q3	$337K	Hold	15,835	–	–	0.11%	95
2023 Q2	$243K	Hold	15,835	–	–	0.08%	119
2023 Q1	$178K	Hold	15,835	–	–	0.06%	121
2022 Q4	$153K	Hold	15,835	–	–	0.06%	117
2022 Q3	$297K	Hold	15,835	–	–	0.12%	90
2022 Q2	$286K	Hold	15,835	–	–	0.11%	98
2022 Q1	$733K	Hold	15,835	–	–	0.22%	65
2021 Q4	$1.59M	Hold	15,835	–	–	0.43%	41
2021 Q3	$1.89M	Buy	+15,835	New	+$1.27M	0.49%	37

Other funds holding AFRM

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

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

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

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Source Financial Advisors's AFRM Position: Q3 2024 in Review

Source Financial Advisors held its Affirm (AFRM) position steady in Q3 2024 at 15,835 shares worth $646K. The position accounts for 0.19% of the portfolio, ranked #60.

Source Financial Advisors first reported a position in AFRM in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.89M in Q3 2021. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

Source Financial Advisors held 15,835 shares of Affirm worth $646K as of Q3 2024.
Source Financial Advisors left its Affirm share count unchanged in Q3 2024.
Affirm made up 0.19% of Source Financial Advisors's portfolio in Q3 2024, its #60 holding.
Source Financial Advisors first reported a position in Affirm in Q3 2021 and has held it in 13 quarters since.
Source Financial Advisors's Affirm position peaked at $1.89M in Q3 2021.
426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.