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U.S. Capital Wealth Advisors’s Affirm AFRM Stock Holding History

U.S. Capital Wealth 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
Q1 		– Sell
-100
Closed -$967 – 651
2022
Q4 		$967 Buy
+100
New +$1.51K ﹤0.01% 1536

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
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
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
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 $2.9T AUM 29.55% 1-Year Est. Return

U.S. Capital Wealth Advisors's AFRM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Affirm (AFRM) in Q1 2023, closing a stake of 100 shares — an estimated $967 sold.

U.S. Capital Wealth Advisors first reported a position in AFRM in Q4 2022 and held it in 1 quarter. The position peaked at $967 in Q4 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 100 Affirm shares in Q1 2023, an estimated $967.
  • U.S. Capital Wealth Advisors first reported a position in Affirm in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Affirm position peaked at $967 in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.