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TCI Wealth Advisors’s Affirm AFRM Stock Holding History

TCI 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
Q2 		– Sell
-903
Closed -$10.2K – 248
2023
Q1 		$10.2K Sell
903
-88
-9% -$1.11K ﹤0.01% 1081
2022
Q4 		$9.58K Sell
991
-212
-18% -$3.19K ﹤0.01% 1099
2022
Q3 		$23K Buy
1,203
+421
+54% +$11K ﹤0.01% 587
2022
Q2 		$14K Sell
782
-200
-20% -$5.44K ﹤0.01% 792
2022
Q1 		$46K Buy
982
+348
+55% +$18.2K 0.01% 427
2021
Q4 		$64K Hold
634
– – 0.01% 349
2021
Q3 		$76K Sell
634
-30,981
-98% -$2.48M 0.01% 335
2021
Q2 		$2.13M Buy
31,615
+30,481
+2,688% +$1.94M 0.36% 33
2021
Q1 		$80K Buy
+1,134
New +$110K 0.03% 278

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

TCI Wealth Advisors's AFRM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Affirm (AFRM) in Q2 2023, closing a stake of 903 shares — an estimated $10.2K sold.

TCI Wealth Advisors first reported a position in AFRM in Q1 2021 and held it in 9 quarters. The position peaked at $2.13M in Q2 2021. 313 funds tracked by Wall St. Rank hold AFRM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Affirm position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 903 Affirm shares in Q2 2023, an estimated $10.2K.
  • TCI Wealth Advisors first reported a position in Affirm in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Affirm position peaked at $2.13M in Q2 2021.
  • 313 funds tracked by Wall St. Rank held Affirm as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.