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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
2023
Q3 		– Sell
-38,000
Closed -$583K – 228
2023
Q2 		$583K Sell
38,000
-284,200
-88% -$3.77M 0.13% 111
2023
Q1 		$3.63M Buy
322,200
+209,100
+185% +$2.63M 0.5% 60
2022
Q4 		$1.09M Buy
113,100
+53,200
+89% +$802K 0.17% 89
2022
Q3 		$1.12M Sell
59,900
-78,200
-57% -$2.05M 0.13% 122
2022
Q2 		$2.49M Buy
138,100
+54,300
+65% +$1.48M 0.28% 90
2022
Q1 		$3.88M Buy
+83,800
New +$4.38M 0.33% 71

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 354 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.
  • 354 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.