CPWM
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Cypress Point Wealth Management’s Affirm AFRM Stock Holding History

Cypress Point Wealth 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
2025
Q3 		– Sell
-5,253
Closed -$363K – 83
2025
Q2 		$363K Buy
+5,253
New +$272K 0.09% 65
2023
Q4 		– Sell
-47,382
Closed -$1.01M – 55
2023
Q3 		$1.01M Sell
47,382
-43,936
-48% -$803K 0.89% 27
2023
Q2 		$1.4M Hold
91,318
– – 1.49% 17
2023
Q1 		$1.03M Hold
91,318
– – 1.45% 17
2022
Q4 		$883K Hold
91,318
– – 1.38% 22
2022
Q3 		$1.71M Hold
91,318
– – 3.18% 9
2022
Q2 		$1.65M Hold
91,318
– – 2.89% 11
2022
Q1 		$4.23M Hold
91,318
– – 4.29% 5
2021
Q4 		$9.18M Sell
91,318
-32,500
-26% -$4.29M 8.51% 2
2021
Q3 		$14.8M Hold
123,818
– – 10.52% 2
2021
Q2 		$8.34M Buy
123,818
+112,390
+983% +$7.17M 5.93% 4
2021
Q1 		$808K Buy
+11,428
New +$1.11M 0.84% 12

Other funds holding AFRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return