Innealta Capital’s Affirm AFRM Stock Holding History

Innealta Capital’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 Q3	–	Sell	-1	Closed	-$30	–	188
2024 Q2	$30	Buy	+1	New	+$32	﹤0.01%	1783

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

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

Innealta Capital's AFRM Position: Q3 2024 in Review

Innealta Capital sold out of Affirm (AFRM) in Q3 2024, closing a stake of 1 share — an estimated $30 sold.

Innealta Capital first reported a position in AFRM in Q2 2024 and held it in 1 quarter. The position peaked at $30 in Q2 2024. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

Innealta Capital reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 1 Affirm share in Q3 2024, an estimated $30.
Innealta Capital first reported a position in Affirm in Q2 2024 and held it in 1 quarter.
Innealta Capital's Affirm position peaked at $30 in Q2 2024.
426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.