BCM
AFRM icon

Bourgeon Capital Management’s Affirm AFRM Stock Holding History

Bourgeon Capital Management’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
-278
Closed -$5K – 377
2022
Q3 		$5K Buy
+278
New +$7.27K ﹤0.01% 252

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 $3.38T AUM 44.17% 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

Bourgeon Capital Management's AFRM Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Affirm (AFRM) in Q4 2022, closing a stake of 278 shares — an estimated $5K sold.

Bourgeon Capital Management first reported a position in AFRM in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 278 Affirm shares in Q4 2022, an estimated $5K.
  • Bourgeon Capital Management first reported a position in Affirm in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Affirm position peaked at $5K in Q3 2022.
  • 353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.