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TFO Wealth Partners’s Affirm AFRM Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-43
Closed -$2.11K – 795
2023
Q4 		$2.11K Hold
43
– – ﹤0.01% 128
2023
Q3 		$659 Buy
+43
New +$786 ﹤0.01% 378
2022
Q4 		– Sell
-2,112
Closed -$40K – 927
2022
Q3 		$40K Hold
2,112
– – 0.01% 58
2022
Q2 		$38K Hold
2,112
– – 0.01% 72
2022
Q1 		$98K Buy
+2,112
New +$111K 0.02% 57
2021
Q4 		– Sell
-924
Closed -$110K – 133
2021
Q3 		$110K Buy
+924
New +$73.8K 0.02% 44

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TFO Wealth Partners's AFRM Position: Q1 2024 in Review

TFO Wealth Partners sold out of Affirm (AFRM) in Q1 2024, closing a stake of 43 shares — an estimated $2.11K sold.

TFO Wealth Partners first reported a position in AFRM in Q3 2021 and held it in 6 quarters. The position peaked at $110K in Q3 2021. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

  • TFO Wealth Partners reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 43 Affirm shares in Q1 2024, an estimated $2.11K.
  • TFO Wealth Partners first reported a position in Affirm in Q3 2021 and held it in 6 quarters.
  • TFO Wealth Partners's Affirm position peaked at $110K in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.