Certuity’s Affirm AFRM Stock Holding History

Certuity’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	-24,590	Closed	-$916K	–	360
2024 Q1	$916K	Buy	24,590 +132	+0.5%	+$5.27K	0.08%	121
2023 Q4	$1.2M	Sell	24,458 -4,298	-15%	-$124K	0.12%	98
2023 Q3	$612K	Buy	+28,756	New	+$526K	0.07%	123

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Certuity's AFRM Position: Q2 2024 in Review

Certuity sold out of Affirm (AFRM) in Q2 2024, closing a stake of 24,590 shares — an estimated $916K sold.

Certuity first reported a position in AFRM in Q3 2023 and held it in 3 quarters. The position peaked at $1.2M in Q4 2023. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

Certuity reported no remaining Affirm position as of Q2 2024 after selling out during the quarter.
Certuity sold 24,590 Affirm shares in Q2 2024, an estimated $916K.
Certuity first reported a position in Affirm in Q3 2023 and held it in 3 quarters.
Certuity's Affirm position peaked at $1.2M in Q4 2023.
378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on Certuity's 13F filing for Q2 2024, filed 6 Aug 2024.