1623 Capital’s Affirm AFRM Stock Holding History

1623 Capital’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 Q1	–	Sell	-15,000	Closed	-$1.51M	–	53
2021 Q4	$1.51M	Buy	15,000 +4,000	+36%	+$529K	0.56%	38
2021 Q3	$1.31M	Buy	+11,000	New	+$879K	0.51%	37

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

1623 Capital's AFRM Position: Q1 2022 in Review

1623 Capital sold out of Affirm (AFRM) in Q1 2022, closing a stake of 15,000 shares — an estimated $1.51M sold.

1623 Capital first reported a position in AFRM in Q3 2021 and held it in 2 quarters. The position peaked at $1.51M in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

1623 Capital reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
1623 Capital sold 15,000 Affirm shares in Q1 2022, an estimated $1.51M.
1623 Capital first reported a position in Affirm in Q3 2021 and held it in 2 quarters.
1623 Capital's Affirm position peaked at $1.51M in Q4 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on 1623 Capital's 13F filing for Q1 2022, filed 13 May 2022.