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Balboa Wealth Partners’s Affirm AFRM Stock Holding History

Balboa Wealth 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
2024
Q4 		– Sell
-26,444
Closed -$1.08M – 342
2024
Q3 		$1.08M Buy
26,444
+129
+0.5% +$4.28K 0.27% 69
2024
Q2 		$795K Buy
26,315
+281
+1% +$9.01K 0.21% 86
2024
Q1 		$970K Buy
26,034
+1,537
+6% +$61.3K 0.29% 67
2023
Q4 		$1.2M Sell
24,497
-10,691
-30% -$309K 0.4% 39
2023
Q3 		$748K Sell
35,188
-1,467
-4% -$26.8K 0.28% 62
2023
Q2 		$562K Sell
36,655
-1,703
-4% -$22.6K 0.2% 101
2023
Q1 		$432K Buy
38,358
+4,676
+14% +$58.9K 0.16% 126
2022
Q4 		$326K Buy
33,682
+141
+0.4% +$2.12K 0.15% 145
2022
Q3 		$629K Buy
+33,541
New +$877K 0.28% 72

Other funds holding AFRM

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return