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AIA Group’s Affirm AFRM Stock Holding History

AIA Group’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
-17,092
Closed -$321K – 395
2022
Q3 		$321K Sell
17,092
-422
-2% -$11K 0.02% 242
2022
Q2 		$316K Sell
17,514
-3,144
-15% -$85.5K 0.02% 297
2022
Q1 		$956K Sell
20,658
-28,642
-58% -$1.5M 0.04% 169
2021
Q4 		$4.96M Buy
49,300
+3,795
+8% +$501K 0.23% 58
2021
Q3 		$5.42M Buy
45,505
+9,641
+27% +$770K 0.31% 53
2021
Q2 		$2M Buy
35,864
+1,352
+4% +$86.2K 0.14% 81
2021
Q1 		$2.44M Buy
+34,512
New +$3.35M 0.35% 62

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

AIA Group's AFRM Position: Q4 2022 in Review

AIA Group sold out of Affirm (AFRM) in Q4 2022, closing a stake of 17,092 shares — an estimated $321K sold.

AIA Group first reported a position in AFRM in Q1 2021 and held it in 7 quarters. The position peaked at $5.42M in Q3 2021. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • AIA Group reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • AIA Group sold 17,092 Affirm shares in Q4 2022, an estimated $321K.
  • AIA Group first reported a position in Affirm in Q1 2021 and held it in 7 quarters.
  • AIA Group's Affirm position peaked at $5.42M in Q3 2021.
  • 353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on AIA Group's 13F filing for Q4 2022, filed 31 Jan 2023.