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TD Ameritrade Investment Management’s Affirm AFRM Stock Holding History

TD Ameritrade Investment Management’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
-10
Closed – – 586
2022
Q4 		$0 Sell
10
-85
-89% -$1.28K ﹤0.01% 588
2022
Q3 		$2K Sell
95
-39
-29% -$1.02K ﹤0.01% 486
2022
Q2 		$2K Sell
134
-7
-5% -$190 ﹤0.01% 524
2022
Q1 		$7K Buy
141
+46
+48% +$2.41K ﹤0.01% 517
2021
Q4 		$10K Buy
+95
New +$12.6K ﹤0.01% 483

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 $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LUGPI
Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TD Ameritrade Investment Management's AFRM Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of Affirm (AFRM) in Q1 2023, closing a stake of 10 shares.

TD Ameritrade Investment Management first reported a position in AFRM in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • TD Ameritrade Investment Management reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 10 Affirm shares in Q1 2023.
  • TD Ameritrade Investment Management first reported a position in Affirm in Q4 2021 and held it in 5 quarters.
  • TD Ameritrade Investment Management's Affirm position peaked at $10K in Q4 2021.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.