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Penn Mutual Asset Management’s Affirm AFRM Stock Holding History

Penn Mutual Asset 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
Q3 		– Sell
-64,108
Closed -$983K – 70
2023
Q2 		$983K Buy
+64,108
New +$850K 0.89% 41

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Penn Mutual Asset Management's AFRM Position: Q3 2023 in Review

Penn Mutual Asset Management sold out of Affirm (AFRM) in Q3 2023, closing a stake of 64,108 shares — an estimated $983K sold.

Penn Mutual Asset Management first reported a position in AFRM in Q2 2023 and held it in 1 quarter. The position peaked at $983K in Q2 2023. 311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

  • Penn Mutual Asset Management reported no remaining Affirm position as of Q3 2023 after selling out during the quarter.
  • Penn Mutual Asset Management sold 64,108 Affirm shares in Q3 2023, an estimated $983K.
  • Penn Mutual Asset Management first reported a position in Affirm in Q2 2023 and held it in 1 quarter.
  • Penn Mutual Asset Management's Affirm position peaked at $983K in Q2 2023.
  • 311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Penn Mutual Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.