TWM
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Tradition Wealth Management’s Affirm AFRM Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-100
Closed -$5K – 408
2023
Q4 		$5K Buy
+100
New +$2.89K ﹤0.01% 1139
2022
Q2 		– Sell
-100
Closed -$5K – 1074
2022
Q1 		$5K Hold
100
– – ﹤0.01% 1018
2021
Q4 		$10K Buy
+100
New +$13.2K ﹤0.01% 910

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

Tradition Wealth Management's AFRM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Affirm (AFRM) in Q1 2024, closing a stake of 100 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in AFRM in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

  • Tradition Wealth Management reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 100 Affirm shares in Q1 2024, an estimated $5K.
  • Tradition Wealth Management first reported a position in Affirm in Q4 2021 and held it in 3 quarters.
  • Tradition Wealth Management's Affirm position peaked at $10K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.