AtonRa Partners’s Affirm AFRM Stock Holding History

AtonRa Partners’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	$680K	Sell	13,830 -4,347	-24%	-$126K	1.35%	15
2023 Q3	$387K	Sell	18,177 -4,205	-19%	-$76.9K	0.81%	57
2023 Q2	$343K	Sell	22,382 -3,817	-15%	-$50.6K	0.53%	86
2023 Q1	$295K	Sell	26,199 -9,491	-27%	-$120K	0.43%	103
2022 Q4	$345K	Sell	35,690 -550	-2%	-$8.29K	0.44%	94
2022 Q3	$680K	Sell	36,240 -8,092	-18%	-$212K	0.67%	68
2022 Q2	$801K	Buy	44,332 +6,540	+17%	+$178K	0.74%	60
2022 Q1	$1.75M	Buy	37,792 +13,959	+59%	+$730K	0.95%	41
2021 Q4	$2.4M	Buy	23,833 +9,654	+68%	+$1.28M	0.83%	59
2021 Q3	$1.69M	Buy	14,179 +365	+3%	+$29.2K	0.56%	71
2021 Q2	$930K	Sell	13,814 -6,274	-31%	-$400K	0.34%	99
2021 Q1	$1.42M	Buy	+20,088	New	+$1.95M	0.63%	63

Other funds holding AFRM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AtonRa Partners's AFRM Position: Q4 2023 in Review

AtonRa Partners reduced its Affirm (AFRM) stake by 24% in Q4 2023, selling an estimated $126K and leaving 13,830 shares worth $680K. The position accounts for 1.35% of the portfolio, ranked #15.

AtonRa Partners first reported a position in AFRM in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.4M in Q4 2021. 408 funds tracked by Wall St. Rank hold AFRM as of Q4 2023.

AtonRa Partners held 13,830 shares of Affirm worth $680K as of Q4 2023.
AtonRa Partners sold 4,347 Affirm shares in Q4 2023, an estimated $126K.
Affirm made up 1.35% of AtonRa Partners's portfolio in Q4 2023, its #15 holding.
AtonRa Partners first reported a position in Affirm in Q1 2021 and has held it in 12 quarters since.
AtonRa Partners's Affirm position peaked at $2.4M in Q4 2021.
408 funds tracked by Wall St. Rank held Affirm as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.