Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

AFRM holding history

Affirm Holdings, Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFRM overview All 13F holders of AFRM Full Q3 2023 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of AFRM by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−5,224−100.0%	Sold out	Holders
Q1 2022	5,224	$242.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	5,224	$525.0K	0.1%	+2,301+78.7%	Added	Holders
Q3 2021	2,923	$348.0K	0.1%	+2,923	New	Holders