Kula Investments’s Affirm AFRM Stock Holding History

Kula Investments’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 Q1	–	Sell	-48,727	Closed	-$471K	–	583
2022 Q4	$471K	Buy	+48,727	New	+$734K	0.14%	230

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

LUGPI

Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Kula Investments's AFRM Position: Q1 2023 in Review

Kula Investments sold out of Affirm (AFRM) in Q1 2023, closing a stake of 48,727 shares — an estimated $471K sold.

Kula Investments first reported a position in AFRM in Q4 2022 and held it in 1 quarter. The position peaked at $471K in Q4 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

Kula Investments reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 48,727 Affirm shares in Q1 2023, an estimated $471K.
Kula Investments first reported a position in Affirm in Q4 2022 and held it in 1 quarter.
Kula Investments's Affirm position peaked at $471K in Q4 2022.
307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.