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Leo Brokerage’s Affirm AFRM Stock Holding History

Leo Brokerage’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 		$20.1M Sell
1,308,111
-30,212
-2% -$401K 2.29% 8
2023
Q1 		$15.1M Buy
+1,338,323
New +$16.9M 2.25% 9
2022
Q2 		$25M Buy
1,384,478
+333,352
+32% +$9.07M 6.73% 3
2022
Q1 		$48.6M Buy
+1,051,126
New +$55M 7.75% 3
2021
Q3 		$115M Sell
965,000
-51,426
-5% -$4.11M 21.28% 1
2021
Q2 		$68.5M Buy
+1,016,426
New +$64.8M 13.75% 1

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Leo Brokerage's AFRM Position: Q2 2023 in Review

Leo Brokerage reduced its Affirm (AFRM) stake by 2.3% in Q2 2023, selling an estimated $401K and leaving 1,308,111 shares worth $20.1M. The position accounts for 2.29% of the portfolio, ranked #8.

Leo Brokerage first reported a position in AFRM in Q2 2021 and has held it in 6 quarters since. The position peaked at $115M in Q3 2021. 313 funds tracked by Wall St. Rank hold AFRM as of Q2 2023.

  • Leo Brokerage held 1,308,111 shares of Affirm worth $20.1M as of Q2 2023.
  • Leo Brokerage sold 30,212 Affirm shares in Q2 2023, an estimated $401K.
  • Affirm made up 2.29% of Leo Brokerage's portfolio in Q2 2023, its #8 holding.
  • Leo Brokerage first reported a position in Affirm in Q2 2021 and has held it in 6 quarters since.
  • Leo Brokerage's Affirm position peaked at $115M in Q3 2021.
  • 313 funds tracked by Wall St. Rank held Affirm as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.