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K2 Principal Fund’s Affirm AFRM Stock Holding History

K2 Principal Fund’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
2022
Q4 		– Sell
-29,107
Closed -$439K – 249
2022
Q3 		$546K Sell
29,107
-235,394
-89% -$6.16M 0.06% 145
2022
Q2 		$4.78M Buy
264,501
+233,300
+748% +$6.35M 0.53% 54
2022
Q1 		$1.44M Buy
+31,201
New +$1.63M 0.12% 125

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

K2 Principal Fund's AFRM Position: Q4 2022 in Review

K2 Principal Fund sold out of Affirm (AFRM) in Q4 2022, closing a stake of 29,107 shares — an estimated $439K sold.

K2 Principal Fund first reported a position in AFRM in Q1 2022 and held it in 3 quarters. The position peaked at $4.78M in Q2 2022. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • K2 Principal Fund reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • K2 Principal Fund sold 29,107 Affirm shares in Q4 2022, an estimated $439K.
  • K2 Principal Fund first reported a position in Affirm in Q1 2022 and held it in 3 quarters.
  • K2 Principal Fund's Affirm position peaked at $4.78M in Q2 2022.
  • 353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on K2 Principal Fund's 13F filing for Q4 2022, filed 10 Feb 2023.