Regents of the University of California’s Affirm AFRM Stock Holding History

Regents of the University of California’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	-49,842	Closed	-$482K	–	30
2022 Q4	$482K	Hold	49,842	–	–	0.09%	24
2022 Q3	$935K	Buy	+49,842	New	+$1.3M	0.19%	22
2022 Q2	–	Sell	-52,842	Closed	-$2.45M	–	36
2022 Q1	$2.45M	Hold	52,842	–	–	0.37%	18
2021 Q4	$5.31M	Hold	52,842	–	–	0.74%	12
2021 Q3	$6.29M	Sell	52,842 -5,520	-9%	-$441K	0.74%	12
2021 Q2	$3.93M	Hold	58,362	–	–	0.5%	10
2021 Q1	$4.13M	Buy	+58,362	New	+$5.67M	0.54%	9

Other funds holding AFRM

Morgan Stanley New York $1.66T AUM 25.57% 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 $865B AUM 30.76% 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 $618B AUM 30.34% 1-Year Est. Return

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

Regents of the University of California's AFRM Position: Q1 2023 in Review

Regents of the University of California sold out of Affirm (AFRM) in Q1 2023, closing a stake of 49,842 shares — an estimated $482K sold.

Regents of the University of California first reported a position in AFRM in Q1 2021 and held it in 7 quarters. The position peaked at $6.29M in Q3 2021. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

Regents of the University of California reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
Regents of the University of California sold 49,842 Affirm shares in Q1 2023, an estimated $482K.
Regents of the University of California first reported a position in Affirm in Q1 2021 and held it in 7 quarters.
Regents of the University of California's Affirm position peaked at $6.29M in Q3 2021.
307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Regents of the University of California's 13F filing for Q1 2023, filed 5 May 2023.