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Atlas Capital Advisors’s Affirm AFRM Stock Holding History

Atlas Capital Advisors’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
Q2 		– Sell
-13,691
Closed -$510K – 892
2024
Q1 		$510K Sell
13,691
-3,140
-19% -$125K 0.08% 216
2023
Q4 		$827K Buy
16,831
+5,162
+44% +$149K 0.12% 142
2023
Q3 		$248K Buy
11,669
+10,669
+1,067% +$195K 0.04% 310
2023
Q2 		$15.3K Hold
1,000
– – ﹤0.01% 707
2023
Q1 		$11.3K Hold
1,000
– – ﹤0.01% 731
2022
Q4 		$9.67K Hold
1,000
– – ﹤0.01% 732
2022
Q3 		$18.8K Buy
1,000
+750
+300% +$19.6K ﹤0.01% 658
2022
Q2 		$4.51K Buy
+250
New +$6.8K ﹤0.01% 860

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlas Capital Advisors's AFRM Position: Q2 2024 in Review

Atlas Capital Advisors sold out of Affirm (AFRM) in Q2 2024, closing a stake of 13,691 shares — an estimated $510K sold.

Atlas Capital Advisors first reported a position in AFRM in Q2 2022 and held it in 8 quarters. The position peaked at $827K in Q4 2023. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

  • Atlas Capital Advisors reported no remaining Affirm position as of Q2 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 13,691 Affirm shares in Q2 2024, an estimated $510K.
  • Atlas Capital Advisors first reported a position in Affirm in Q2 2022 and held it in 8 quarters.
  • Atlas Capital Advisors's Affirm position peaked at $827K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.