Resolute Advisors’s Affirm AFRM Stock Holding History

Resolute Advisors’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	-6,041	Closed	-$113K	–	61
2022 Q3	$113K	Hold	6,041	–	–	0.01%	59
2022 Q2	$109K	Hold	6,041	–	–	0.01%	62
2022 Q1	$280K	Hold	6,041	–	–	0.01%	49
2021 Q4	$607K	Hold	6,041	–	–	0.02%	39
2021 Q3	$720K	Buy	6,041 +1,041	+21%	+$83.2K	0.1%	37
2021 Q2	$337K	Hold	5,000	–	–	0.05%	39
2021 Q1	$354K	Buy	+5,000	New	+$486K	0.05%	38

Other funds holding AFRM

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

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

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

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

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

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

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

Resolute Advisors's AFRM Position: Q4 2022 in Review

Resolute Advisors sold out of Affirm (AFRM) in Q4 2022, closing a stake of 6,041 shares — an estimated $113K sold.

Resolute Advisors first reported a position in AFRM in Q1 2021 and held it in 7 quarters. The position peaked at $720K in Q3 2021. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

Resolute Advisors reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
Resolute Advisors sold 6,041 Affirm shares in Q4 2022, an estimated $113K.
Resolute Advisors first reported a position in Affirm in Q1 2021 and held it in 7 quarters.
Resolute Advisors's Affirm position peaked at $720K in Q3 2021.
353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Resolute Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.