Gates Foundation Trust’s Affirm AFRM Stock Holding History

Gates Foundation Trust’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
2021 Q4	–	Sell	-35,229	Closed	-$4.2M	–	23
2021 Q3	$4.2M	Buy	+35,229	New	+$2.82M	0.02%	22

Other funds holding AFRM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Gates Foundation Trust's AFRM Position: Q4 2021 in Review

Gates Foundation Trust sold out of Affirm (AFRM) in Q4 2021, closing a stake of 35,229 shares — an estimated $4.2M sold.

Gates Foundation Trust first reported a position in AFRM in Q3 2021 and held it in 1 quarter. The position peaked at $4.2M in Q3 2021. 438 funds tracked by Wall St. Rank hold AFRM as of Q4 2021.

Gates Foundation Trust reported no remaining Affirm position as of Q4 2021 after selling out during the quarter.
Gates Foundation Trust sold 35,229 Affirm shares in Q4 2021, an estimated $4.2M.
Gates Foundation Trust first reported a position in Affirm in Q3 2021 and held it in 1 quarter.
Gates Foundation Trust's Affirm position peaked at $4.2M in Q3 2021.
438 funds tracked by Wall St. Rank held Affirm as of Q4 2021.

Based on Gates Foundation Trust's 13F filing for Q4 2021, filed 14 Feb 2022.