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VitalStone Financial’s Affirm AFRM Stock Holding History

VitalStone Financial’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
-67
Closed -$3K – 462
2023
Q4 		$3K Hold
67
– – ﹤0.01% 356
2023
Q3 		$2K Sell
67
-34
-34% -$621 ﹤0.01% 354
2023
Q2 		$0 Sell
101
-52
-34% -$690 ﹤0.01% 907
2023
Q1 		$16K Buy
153
+22
+17% +$277 0.01% 180
2022
Q4 		$0 Buy
+131
New +$1.97K ﹤0.01% 514

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

VitalStone Financial's AFRM Position: Q1 2024 in Review

VitalStone Financial sold out of Affirm (AFRM) in Q1 2024, closing a stake of 67 shares — an estimated $3K sold.

VitalStone Financial first reported a position in AFRM in Q4 2022 and held it in 5 quarters. The position peaked at $16K in Q1 2023. 384 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

  • VitalStone Financial reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 67 Affirm shares in Q1 2024, an estimated $3K.
  • VitalStone Financial first reported a position in Affirm in Q4 2022 and held it in 5 quarters.
  • VitalStone Financial's Affirm position peaked at $16K in Q1 2023.
  • 384 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.