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Concentric Capital Strategies’s Affirm AFRM Stock Holding History

Concentric Capital Strategies’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
-42,143
Closed -$1.72M – 253
2024
Q3 		$1.72M Buy
+42,143
New +$1.4M 0.07% 208

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

Concentric Capital Strategies's AFRM Position: Q4 2024 in Review

Concentric Capital Strategies sold out of Affirm (AFRM) in Q4 2024, closing a stake of 42,143 shares — an estimated $1.72M sold.

Concentric Capital Strategies first reported a position in AFRM in Q3 2024 and held it in 1 quarter. The position peaked at $1.72M in Q3 2024. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

  • Concentric Capital Strategies reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
  • Concentric Capital Strategies sold 42,143 Affirm shares in Q4 2024, an estimated $1.72M.
  • Concentric Capital Strategies first reported a position in Affirm in Q3 2024 and held it in 1 quarter.
  • Concentric Capital Strategies's Affirm position peaked at $1.72M in Q3 2024.
  • 501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on Concentric Capital Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.