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Tiedemann Advisors’s Affirm AFRM Stock Holding History

Tiedemann 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 		$286K Hold
13,454
– – 0.01% 227
2023
Q2 		$206K Hold
13,454
– – 0.01% 241
2023
Q1 		$152K Hold
13,454
– – 0.01% 234
2022
Q4 		$130K Hold
13,454
– – 0.01% 230
2022
Q3 		$252K Hold
13,454
– – 0.02% 197
2022
Q2 		$243K Hold
13,454
– – 0.02% 200
2022
Q1 		$623K Hold
13,454
– – 0.03% 171
2021
Q4 		$1.35M Hold
13,454
– – 0.07% 119
2021
Q3 		$1.6M Buy
+13,454
New +$1.08M 0.09% 99

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Tiedemann Advisors's AFRM Position: Q3 2023 in Review

Tiedemann Advisors held its Affirm (AFRM) position steady in Q3 2023 at 13,454 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #227.

Tiedemann Advisors first reported a position in AFRM in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2021. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

  • Tiedemann Advisors held 13,454 shares of Affirm worth $286K as of Q3 2023.
  • Tiedemann Advisors left its Affirm share count unchanged in Q3 2023.
  • Affirm made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #227 holding.
  • Tiedemann Advisors first reported a position in Affirm in Q3 2021 and has held it in 9 quarters since.
  • Tiedemann Advisors's Affirm position peaked at $1.6M in Q3 2021.
  • 311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.