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Venturi Wealth Management’s Affirm AFRM Stock Holding History

Venturi 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
2025
Q1 		– Sell
-1,422
Closed -$86.6K – 582
2024
Q4 		$86.6K Buy
1,422
+325
+30% +$18.1K ﹤0.01% 836
2024
Q3 		$44.8K Buy
1,097
+732
+201% +$24.3K ﹤0.01% 804
2024
Q2 		$11K Buy
365
+253
+226% +$8.12K ﹤0.01% 1082
2024
Q1 		$4.17K Buy
+112
New +$4.47K ﹤0.01% 1129

Other funds holding AFRM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Venturi Wealth Management's AFRM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Affirm (AFRM) in Q1 2025, closing a stake of 1,422 shares — an estimated $86.6K sold.

Venturi Wealth Management first reported a position in AFRM in Q1 2024 and held it in 4 quarters. The position peaked at $86.6K in Q4 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,422 Affirm shares in Q1 2025, an estimated $86.6K.
  • Venturi Wealth Management first reported a position in Affirm in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's Affirm position peaked at $86.6K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.