HI
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Hoey Investments’s Affirm AFRM Stock Holding History

Hoey 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
2024
Q4 		– Sell
-9,083
Closed -$274K – 367
2024
Q3 		$274K Hold
9,083
– – 0.05% 78
2024
Q2 		$274K Buy
9,083
+8,170
+895% +$262K 0.05% 78
2024
Q1 		$34K Buy
+913
New +$36.4K 0.01% 145
2023
Q3 		– Sell
-363
Closed -$5.57K – 354
2023
Q2 		$5.57K Sell
363
-3,427
-90% -$45.5K ﹤0.01% 244
2023
Q1 		$42.7K Buy
3,790
+1,445
+62% +$18.2K 0.02% 140
2022
Q4 		$22.7K Buy
2,345
+558
+31% +$8.41K 0.01% 169
2022
Q3 		$34K Buy
1,787
+1,265
+242% +$33.1K 0.01% 159
2022
Q2 		$9K Sell
522
-17,565
-97% -$478K ﹤0.01% 187
2022
Q1 		$837K Buy
18,087
+17,490
+2,930% +$915K 0.23% 36
2021
Q4 		$60K Sell
597
-403
-40% -$53.2K 0.02% 99
2021
Q3 		$119K Buy
+1,000
New +$79.9K 0.04% 74

Other funds holding AFRM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hoey Investments's AFRM Position: Q4 2024 in Review

Hoey Investments sold out of Affirm (AFRM) in Q4 2024, closing a stake of 9,083 shares — an estimated $274K sold.

Hoey Investments first reported a position in AFRM in Q3 2021 and held it in 11 quarters. The position peaked at $837K in Q1 2022. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

  • Hoey Investments reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
  • Hoey Investments sold 9,083 Affirm shares in Q4 2024, an estimated $274K.
  • Hoey Investments first reported a position in Affirm in Q3 2021 and held it in 11 quarters.
  • Hoey Investments's Affirm position peaked at $837K in Q1 2022.
  • 501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.