NWAM LLC’s Affirm AFRM Stock Holding History

NWAM LLC’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
2024 Q1	–	Sell	-8,554	Closed	-$420K	–	559
2023 Q4	$420K	Buy	+8,554	New	+$247K	0.03%	367
2022 Q2	–	Sell	-6,381	Closed	-$295K	–	513
2022 Q1	$295K	Sell	6,381 -18,195	-74%	-$952K	0.02%	422
2021 Q4	$2.47M	Buy	+24,576	New	+$3.25M	0.2%	117

Other funds holding AFRM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NWAM LLC's AFRM Position: Q1 2024 in Review

NWAM LLC sold out of Affirm (AFRM) in Q1 2024, closing a stake of 8,554 shares — an estimated $420K sold.

NWAM LLC first reported a position in AFRM in Q4 2021 and held it in 3 quarters. The position peaked at $2.47M in Q4 2021. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

NWAM LLC reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
NWAM LLC sold 8,554 Affirm shares in Q1 2024, an estimated $420K.
NWAM LLC first reported a position in Affirm in Q4 2021 and held it in 3 quarters.
NWAM LLC's Affirm position peaked at $2.47M in Q4 2021.
385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on NWAM LLC's 13F filing for Q1 2024, filed 9 May 2024.