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IQ EQ Fund Management’s Affirm AFRM Stock Holding History

IQ EQ Fund Management’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
Q2 		– Sell
-5,931
Closed -$221K – 317
2024
Q1 		$221K Sell
5,931
-397
-6% -$15.8K 0.03% 281
2023
Q4 		$311K Sell
6,328
-8,592
-58% -$248K 0.04% 244
2023
Q3 		$317K Sell
14,920
-1,161
-7% -$21.2K 0.07% 199
2023
Q2 		$247K Sell
16,081
-113
-0.7% -$1.5K 0.05% 218
2023
Q1 		$183K Buy
16,194
+700
+5% +$8.82K 0.04% 231
2022
Q4 		$150K Buy
+15,494
New +$233K 0.03% 219

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IQ EQ Fund Management's AFRM Position: Q2 2024 in Review

IQ EQ Fund Management sold out of Affirm (AFRM) in Q2 2024, closing a stake of 5,931 shares — an estimated $221K sold.

IQ EQ Fund Management first reported a position in AFRM in Q4 2022 and held it in 6 quarters. The position peaked at $317K in Q3 2023. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

  • IQ EQ Fund Management reported no remaining Affirm position as of Q2 2024 after selling out during the quarter.
  • IQ EQ Fund Management sold 5,931 Affirm shares in Q2 2024, an estimated $221K.
  • IQ EQ Fund Management first reported a position in Affirm in Q4 2022 and held it in 6 quarters.
  • IQ EQ Fund Management's Affirm position peaked at $317K in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on IQ EQ Fund Management's 13F filing for Q2 2024, filed 29 Jul 2024.