Advisory Research’s Affirm AFRM Stock Holding History

Advisory Research’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
2024 Q1	–	Sell	-6,343	Closed	-$312K	–	163
2023 Q4	$312K	Buy	+6,343	New	+$183K	0.05%	290

Other funds holding AFRM

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Advisory Research's AFRM Position: Q1 2024 in Review

Advisory Research sold out of Affirm (AFRM) in Q1 2024, closing a stake of 6,343 shares — an estimated $312K sold.

Advisory Research first reported a position in AFRM in Q4 2023 and held it in 1 quarter. The position peaked at $312K in Q4 2023. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Advisory Research reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 6,343 Affirm shares in Q1 2024, an estimated $312K.
Advisory Research first reported a position in Affirm in Q4 2023 and held it in 1 quarter.
Advisory Research's Affirm position peaked at $312K in Q4 2023.
385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.