Schusterman Interests’s Affirm AFRM Stock Holding History

Schusterman Interests’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 Q4	–	Sell	-291,152	Closed	-$6.19M	–	13
2023 Q3	$6.19M	Hold	291,152	–	–	9.08%	4
2023 Q2	$4.46M	Hold	291,152	–	–	6.88%	5
2023 Q1	$3.28M	Hold	291,152	–	–	5.1%	6
2022 Q4	$2.82M	Hold	291,152	–	–	5.86%	5
2022 Q3	$5.46M	Hold	291,152	–	–	4.92%	6
2022 Q2	$5.26M	Hold	291,152	–	–	5.56%	7
2022 Q1	$13.5M	Hold	291,152	–	–	8.51%	5
2021 Q4	$29.3M	Buy	+291,152	New	+$38.5M	12.64%	4

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

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Schusterman Interests's AFRM Position: Q4 2023 in Review

Schusterman Interests sold out of Affirm (AFRM) in Q4 2023, closing a stake of 291,152 shares — an estimated $6.19M sold.

Schusterman Interests first reported a position in AFRM in Q4 2021 and held it in 8 quarters. The position peaked at $29.3M in Q4 2021. 407 funds tracked by Wall St. Rank hold AFRM as of Q4 2023.

Schusterman Interests reported no remaining Affirm position as of Q4 2023 after selling out during the quarter.
Schusterman Interests sold 291,152 Affirm shares in Q4 2023, an estimated $6.19M.
Schusterman Interests first reported a position in Affirm in Q4 2021 and held it in 8 quarters.
Schusterman Interests's Affirm position peaked at $29.3M in Q4 2021.
407 funds tracked by Wall St. Rank held Affirm as of Q4 2023.

Based on Schusterman Interests's 13F filing for Q4 2023, filed 14 Feb 2024.