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Advent Capital Management’s Affirm AFRM Stock Holding History

Advent Capital 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
2023
Q4 		– Sell
-100,000
Closed -$2.13M – 184
2023
Q3 		$2.13M Buy
+100,000
New +$1.83M 0.05% 163
2023
Q2 		– Sell
-100,000
Closed -$1.13M – 231
2023
Q1 		$1.13M Buy
100,000
+65,000
+186% +$819K 0.02% 183
2022
Q4 		$338K Sell
35,000
-60,000
-63% -$904K 0.01% 206
2022
Q3 		$1.78M Buy
+95,000
New +$2.48M 0.03% 177

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advent Capital Management's AFRM Position: Q2 2024 in Review

Advent Capital Management sold out of Affirm (AFRM) in Q2 2024, closing a stake of 2,600 shares — an estimated $96.9K sold.

Advent Capital Management first reported a position in AFRM in Q1 2023 and held it in 2 quarters. The position peaked at $96.9K in Q1 2024. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

  • Advent Capital Management reported no remaining Affirm position as of Q2 2024 after selling out during the quarter.
  • Advent Capital Management sold 2,600 Affirm shares in Q2 2024, an estimated $96.9K.
  • Advent Capital Management first reported a position in Affirm in Q1 2023 and held it in 2 quarters.
  • Advent Capital Management's Affirm position peaked at $96.9K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on Advent Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.