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Xcel Wealth Management’s Affirm AFRM Stock Holding History

Xcel 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
2022
Q3 		– Sell
-11,354
Closed -$205K – 121
2022
Q2 		$205K Sell
11,354
-26,305
-70% -$716K 0.07% 117
2022
Q1 		$1.74M Sell
37,659
-16,631
-31% -$870K 0.48% 57
2021
Q4 		$5.46M Buy
+54,290
New +$7.17M 1.4% 24

Other funds holding AFRM

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
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Xcel Wealth Management's AFRM Position: Q3 2022 in Review

Xcel Wealth Management sold out of Affirm (AFRM) in Q3 2022, closing a stake of 11,354 shares — an estimated $205K sold.

Xcel Wealth Management first reported a position in AFRM in Q4 2021 and held it in 3 quarters. The position peaked at $5.46M in Q4 2021. 354 funds tracked by Wall St. Rank hold AFRM as of Q3 2022.

  • Xcel Wealth Management reported no remaining Affirm position as of Q3 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 11,354 Affirm shares in Q3 2022, an estimated $205K.
  • Xcel Wealth Management first reported a position in Affirm in Q4 2021 and held it in 3 quarters.
  • Xcel Wealth Management's Affirm position peaked at $5.46M in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q3 2022.

Based on Xcel Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.