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Marshall Wace North America’s Affirm AFRM Stock Holding History

Marshall Wace North America’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
2021
Q3 		$605K Sell
5,077
-4,891
-49% -$391K ﹤0.01% 1069
2021
Q2 		$671K Buy
+9,968
New +$636K ﹤0.01% 1106

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Marshall Wace North America's AFRM Position: Q3 2021 in Review

Marshall Wace North America reduced its Affirm (AFRM) stake by 49% in Q3 2021, selling an estimated $391K and leaving 5,077 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Marshall Wace North America first reported a position in AFRM in Q2 2021 and has held it in 2 quarters since. The position peaked at $671K in Q2 2021. 338 funds tracked by Wall St. Rank hold AFRM as of Q3 2021.

  • Marshall Wace North America held 5,077 shares of Affirm worth $605K as of Q3 2021.
  • Marshall Wace North America sold 4,891 Affirm shares in Q3 2021, an estimated $391K.
  • Affirm made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #1069 holding.
  • Marshall Wace North America first reported a position in Affirm in Q2 2021 and has held it in 2 quarters since.
  • Marshall Wace North America's Affirm position peaked at $671K in Q2 2021.
  • 338 funds tracked by Wall St. Rank held Affirm as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.