Kapitalo Investimentos’s Affirm AFRM Stock Holding History

Kapitalo Investimentos’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	-989	Closed	-$15.2K	–	534
2023 Q2	$15.2K	Buy	+989	New	+$13.1K	﹤0.01%	453

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Kapitalo Investimentos's AFRM Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Affirm (AFRM) in Q3 2023, closing a stake of 989 shares — an estimated $15.2K sold.

Kapitalo Investimentos first reported a position in AFRM in Q2 2023 and held it in 1 quarter. The position peaked at $15.2K in Q2 2023. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

Kapitalo Investimentos reported no remaining Affirm position as of Q3 2023 after selling out during the quarter.
Kapitalo Investimentos sold 989 Affirm shares in Q3 2023, an estimated $15.2K.
Kapitalo Investimentos first reported a position in Affirm in Q2 2023 and held it in 1 quarter.
Kapitalo Investimentos's Affirm position peaked at $15.2K in Q2 2023.
311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.