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PYA Waltman Capital’s Affirm AFRM Stock Holding History

PYA Waltman Capital’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
2022
Q4 		– Sell
-151
Closed -$3K – 68
2022
Q3 		$3K Hold
151
– – ﹤0.01% 166
2022
Q2 		$3K Hold
151
– – ﹤0.01% 175
2022
Q1 		$7K Hold
151
– – ﹤0.01% 156
2021
Q4 		$15K Buy
+151
New +$20K 0.01% 131

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

PYA Waltman Capital's AFRM Position: Q4 2022 in Review

PYA Waltman Capital sold out of Affirm (AFRM) in Q4 2022, closing a stake of 151 shares — an estimated $3K sold.

PYA Waltman Capital first reported a position in AFRM in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • PYA Waltman Capital reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 151 Affirm shares in Q4 2022, an estimated $3K.
  • PYA Waltman Capital first reported a position in Affirm in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's Affirm position peaked at $15K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.