Rebalance’s Affirm AFRM Stock Holding History

Rebalance’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	-1,000	Closed	-$9.67K	–	76
2022 Q4	$9.67K	Buy	+1,000	New	+$15.1K	﹤0.01%	125

Other funds holding AFRM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LUGPI

Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rebalance's AFRM Position: Q1 2023 in Review

Rebalance sold out of Affirm (AFRM) in Q1 2023, closing a stake of 1,000 shares — an estimated $9.67K sold.

Rebalance first reported a position in AFRM in Q4 2022 and held it in 1 quarter. The position peaked at $9.67K in Q4 2022. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

Rebalance reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
Rebalance sold 1,000 Affirm shares in Q1 2023, an estimated $9.67K.
Rebalance first reported a position in Affirm in Q4 2022 and held it in 1 quarter.
Rebalance's Affirm position peaked at $9.67K in Q4 2022.
307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.