Oracle Alpha’s Affirm AFRM Stock Holding History

Oracle Alpha’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	$286K	Sell	7,667 -2,594	-25%	-$104K	0.51%	85
2023 Q4	$504K	Buy	+10,261	New	+$297K	0.65%	28

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

Oracle Alpha's AFRM Position: Q1 2024 in Review

Oracle Alpha reduced its Affirm (AFRM) stake by 25% in Q1 2024, selling an estimated $104K and leaving 7,667 shares worth $286K. The position accounts for 0.51% of the portfolio, ranked #85.

Oracle Alpha first reported a position in AFRM in Q4 2023 and has held it in 2 quarters since. The position peaked at $504K in Q4 2023. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Oracle Alpha held 7,667 shares of Affirm worth $286K as of Q1 2024.
Oracle Alpha sold 2,594 Affirm shares in Q1 2024, an estimated $104K.
Affirm made up 0.51% of Oracle Alpha's portfolio in Q1 2024, its #85 holding.
Oracle Alpha first reported a position in Affirm in Q4 2023 and has held it in 2 quarters since.
Oracle Alpha's Affirm position peaked at $504K in Q4 2023.
385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.