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Tucker Asset Management’s Affirm AFRM Stock Holding History

Tucker Asset 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
Q4 		– Sell
-800
Closed -$17K – 1467
2023
Q3 		$17K Buy
+800
New +$14.6K ﹤0.01% 531
2023
Q2 		– Sell
-106
Closed -$1.2K – 1166
2023
Q1 		$1.2K Buy
+106
New +$1.33K ﹤0.01% 964

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Tucker Asset Management's AFRM Position: Q4 2023 in Review

Tucker Asset Management sold out of Affirm (AFRM) in Q4 2023, closing a stake of 800 shares — an estimated $17K sold.

Tucker Asset Management first reported a position in AFRM in Q1 2023 and held it in 2 quarters. The position peaked at $17K in Q3 2023. 408 funds tracked by Wall St. Rank hold AFRM as of Q4 2023.

  • Tucker Asset Management reported no remaining Affirm position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 800 Affirm shares in Q4 2023, an estimated $17K.
  • Tucker Asset Management first reported a position in Affirm in Q1 2023 and held it in 2 quarters.
  • Tucker Asset Management's Affirm position peaked at $17K in Q3 2023.
  • 408 funds tracked by Wall St. Rank held Affirm as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.