EWG Elevate’s Affirm AFRM Stock Holding History

EWG Elevate’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 Q1	–	Sell	-50	Closed	-$484	–	101
2022 Q4	$484	Buy	+50	New	+$753	﹤0.01%	745

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 $97.9B AUM 20.73% 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

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

LUGPI

Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return

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

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

EWG Elevate's AFRM Position: Q1 2023 in Review

EWG Elevate sold out of Affirm (AFRM) in Q1 2023, closing a stake of 50 shares — an estimated $484 sold.

EWG Elevate first reported a position in AFRM in Q4 2022 and held it in 1 quarter. The position peaked at $484 in Q4 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

EWG Elevate reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 50 Affirm shares in Q1 2023, an estimated $484.
EWG Elevate first reported a position in Affirm in Q4 2022 and held it in 1 quarter.
EWG Elevate's Affirm position peaked at $484 in Q4 2022.
307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.