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Waldron Private Wealth’s Affirm AFRM Stock Holding History

Waldron Private Wealth’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
-5,479
Closed -$334K – 298
2024
Q4 		$334K Buy
5,479
+357
+7% +$19.8K 0.01% 313
2024
Q3 		$209K Buy
+5,122
New +$170K 0.01% 394
2024
Q2 		– Sell
-5,876
Closed -$219K – 419
2024
Q1 		$219K Buy
5,876
+473
+9% +$18.9K 0.01% 378
2023
Q4 		$266K Buy
+5,403
New +$156K 0.01% 333

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

Waldron Private Wealth's AFRM Position: Q1 2025 in Review

Waldron Private Wealth sold out of Affirm (AFRM) in Q1 2025, closing a stake of 5,479 shares — an estimated $334K sold.

Waldron Private Wealth first reported a position in AFRM in Q4 2023 and held it in 4 quarters. The position peaked at $334K in Q4 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

  • Waldron Private Wealth reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 5,479 Affirm shares in Q1 2025, an estimated $334K.
  • Waldron Private Wealth first reported a position in Affirm in Q4 2023 and held it in 4 quarters.
  • Waldron Private Wealth's Affirm position peaked at $334K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.