BWP
AFRM icon

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 $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balboa Wealth Partners's AFRM Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Affirm (AFRM) in Q4 2024, closing a stake of 26,444 shares — an estimated $1.08M sold.

Balboa Wealth Partners first reported a position in AFRM in Q3 2022 and held it in 9 quarters. The position peaked at $1.2M in Q4 2023. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 26,444 Affirm shares in Q4 2024, an estimated $1.08M.
  • Balboa Wealth Partners first reported a position in Affirm in Q3 2022 and held it in 9 quarters.
  • Balboa Wealth Partners's Affirm position peaked at $1.2M in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.