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McElhenny Sheffield Capital Management’s Affirm AFRM Stock Holding History

McElhenny Sheffield Capital Management’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
-388
Closed -$68.5K – 103
2022
Q4 		$68.5K Buy
+388
New +$5.85K 0.03% 155

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McElhenny Sheffield Capital Management's AFRM Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Affirm (AFRM) in Q1 2023, closing a stake of 388 shares — an estimated $68.5K sold.

McElhenny Sheffield Capital Management first reported a position in AFRM in Q4 2022 and held it in 1 quarter. The position peaked at $68.5K in Q4 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 388 Affirm shares in Q1 2023, an estimated $68.5K.
  • McElhenny Sheffield Capital Management first reported a position in Affirm in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Affirm position peaked at $68.5K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.