Sutton Wealth Advisors’s Affirm AFRM Stock Holding History

Sutton Wealth 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 Q3	$2.08K	Hold	98	–	–	﹤0.01%	715
2023 Q2	$1.5K	Hold	98	–	–	﹤0.01%	737
2023 Q1	$1.1K	Sell	98 -8,899	-99%	-$112K	﹤0.01%	718
2022 Q4	$87K	Buy	8,997 +4,159	+86%	+$62.7K	0.03%	274
2022 Q3	$90.8K	Buy	4,838 +3,396	+236%	+$88.8K	0.04%	260
2022 Q2	$26K	Buy	+1,442	New	+$39.2K	0.01%	578
2022 Q1	–	Sell	-2	Closed	-$201	–	1627
2021 Q4	$201	Sell	2 -10	-83%	-$1.32K	﹤0.01%	1643
2021 Q3	$1.43K	Hold	12	–	–	﹤0.01%	1214
2021 Q2	$808	Hold	12	–	–	﹤0.01%	1241
2021 Q1	$849	Buy	+12	New	+$1.17K	﹤0.01%	1210

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Sutton Wealth Advisors's AFRM Position: Q3 2023 in Review

Sutton Wealth Advisors held its Affirm (AFRM) position steady in Q3 2023 at 98 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Sutton Wealth Advisors first reported a position in AFRM in Q1 2021 and has held it in 10 quarters since. The position peaked at $90.8K in Q3 2022. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

Sutton Wealth Advisors held 98 shares of Affirm worth $2.08K as of Q3 2023.
Sutton Wealth Advisors left its Affirm share count unchanged in Q3 2023.
Affirm made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #715 holding.
Sutton Wealth Advisors first reported a position in Affirm in Q1 2021 and has held it in 10 quarters since.
Sutton Wealth Advisors's Affirm position peaked at $90.8K in Q3 2022.
311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.