6elm Capital’s Affirm AFRM Stock Holding History

6elm 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 Q4	–	Sell	-288,511	Closed	-$5.41M	–	10
2022 Q3	$5.41M	Sell	288,511 -123,452	-30%	-$3.23M	4.87%	10
2022 Q2	$7.44M	Buy	+411,963	New	+$11.2M	12.98%	3

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TBWA

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

6elm Capital's AFRM Position: Q4 2022 in Review

6elm Capital sold out of Affirm (AFRM) in Q4 2022, closing a stake of 288,511 shares — an estimated $5.41M sold.

6elm Capital first reported a position in AFRM in Q2 2022 and held it in 2 quarters. The position peaked at $7.44M in Q2 2022. 354 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

6elm Capital reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
6elm Capital sold 288,511 Affirm shares in Q4 2022, an estimated $5.41M.
6elm Capital first reported a position in Affirm in Q2 2022 and held it in 2 quarters.
6elm Capital's Affirm position peaked at $7.44M in Q2 2022.
354 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on 6elm Capital's 13F filing for Q4 2022, filed 14 Feb 2023.