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Spectrum Wealth Counsel’s Affirm AFRM Stock Holding History

Spectrum Wealth Counsel’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 		– Sell
-5,850
Closed -$177K – 387
2024
Q2 		$177K Hold
5,850
– – 0.02% 124
2024
Q1 		$218K Hold
5,850
– – 0.03% 130
2023
Q4 		$288K Buy
+5,850
New +$169K 0.04% 120

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

Spectrum Wealth Counsel's AFRM Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Affirm (AFRM) in Q3 2024, closing a stake of 5,850 shares — an estimated $177K sold.

Spectrum Wealth Counsel first reported a position in AFRM in Q4 2023 and held it in 3 quarters. The position peaked at $288K in Q4 2023. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 5,850 Affirm shares in Q3 2024, an estimated $177K.
  • Spectrum Wealth Counsel first reported a position in Affirm in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Affirm position peaked at $288K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.