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Knollwood Investment Advisory’s Affirm AFRM Stock Holding History

Knollwood Investment Advisory’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
Q2 		– Sell
-40,453
Closed -$456K – 127
2023
Q1 		$456K Hold
40,453
– – 0.09% 108
2022
Q4 		$391K Buy
+40,453
New +$609K 0.15% 101

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Knollwood Investment Advisory's AFRM Position: Q2 2023 in Review

Knollwood Investment Advisory sold out of Affirm (AFRM) in Q2 2023, closing a stake of 40,453 shares — an estimated $456K sold.

Knollwood Investment Advisory first reported a position in AFRM in Q4 2022 and held it in 2 quarters. The position peaked at $456K in Q1 2023. 313 funds tracked by Wall St. Rank hold AFRM as of Q2 2023.

  • Knollwood Investment Advisory reported no remaining Affirm position as of Q2 2023 after selling out during the quarter.
  • Knollwood Investment Advisory sold 40,453 Affirm shares in Q2 2023, an estimated $456K.
  • Knollwood Investment Advisory first reported a position in Affirm in Q4 2022 and held it in 2 quarters.
  • Knollwood Investment Advisory's Affirm position peaked at $456K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Affirm as of Q2 2023.

Based on Knollwood Investment Advisory's 13F filing for Q2 2023, filed 14 Nov 2023.