DFPG Investments’s Affirm AFRM Stock Holding History

DFPG Investments’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 Q4	$3.26M	Hold	75,010	–	–	0.25%	100
2023 Q3	$1.86M	Buy	75,010 +5,010	+7%	+$91.6K	0.17%	133
2023 Q2	$1.24M	Buy	70,000 +55,000	+367%	+$729K	0.11%	186
2023 Q1	$169K	Buy	+15,000	New	+$189K	0.02%	500
2022 Q3	–	Sell	-12,500	Closed	-$298K	–	176
2022 Q2	$298K	Buy	12,500 +4,000	+47%	+$109K	0.13%	119
2022 Q1	$299K	Buy	+8,500	New	+$445K	0.12%	117

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

DFPG Investments's AFRM Position: Q4 2023 in Review

DFPG Investments held its Affirm (AFRM) position steady in Q4 2023 at 75,010 shares worth $3.26M. The position accounts for 0.25% of the portfolio, ranked #100.

DFPG Investments first reported a position in AFRM in Q1 2022 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold AFRM as of Q4 2023.

DFPG Investments held 75,010 shares of Affirm worth $3.26M as of Q4 2023.
DFPG Investments left its Affirm share count unchanged in Q4 2023.
Affirm made up 0.25% of DFPG Investments's portfolio in Q4 2023, its #100 holding.
DFPG Investments first reported a position in Affirm in Q1 2022 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held Affirm as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.