Delphia (USA)’s Affirm AFRM Stock Holding History

Delphia (USA)’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
2023 Q3	–	Sell	-21,244	Closed	-$326K	–	10
2023 Q2	$326K	Buy	21,244 +3,731	+21%	+$49.5K	0.51%	64
2023 Q1	$197K	Sell	17,513 -5,454	-24%	-$68.7K	0.24%	192
2022 Q4	$222K	Buy	+22,967	New	+$346K	0.26%	175

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Delphia (USA)'s AFRM Position: Q3 2023 in Review

Delphia (USA) sold out of Affirm (AFRM) in Q3 2023, closing a stake of 21,244 shares — an estimated $326K sold.

Delphia (USA) first reported a position in AFRM in Q4 2022 and held it in 3 quarters. The position peaked at $326K in Q2 2023. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

Delphia (USA) reported no remaining Affirm position as of Q3 2023 after selling out during the quarter.
Delphia (USA) sold 21,244 Affirm shares in Q3 2023, an estimated $326K.
Delphia (USA) first reported a position in Affirm in Q4 2022 and held it in 3 quarters.
Delphia (USA)'s Affirm position peaked at $326K in Q2 2023.
311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.