Scotia Capital’s Affirm AFRM Stock Holding History

Scotia 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
2024 Q1	–	Sell	-6,381	Closed	-$314K	–	828
2023 Q4	$314K	Buy	+6,381	New	+$184K	﹤0.01%	653
2022 Q1	–	Sell	-18,103	Closed	-$1.82M	–	878
2021 Q4	$1.82M	Buy	+18,103	New	+$2.39M	0.01%	422

Other funds holding AFRM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Scotia Capital's AFRM Position: Q1 2024 in Review

Scotia Capital sold out of Affirm (AFRM) in Q1 2024, closing a stake of 6,381 shares — an estimated $314K sold.

Scotia Capital first reported a position in AFRM in Q4 2021 and held it in 2 quarters. The position peaked at $1.82M in Q4 2021. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Scotia Capital reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
Scotia Capital sold 6,381 Affirm shares in Q1 2024, an estimated $314K.
Scotia Capital first reported a position in Affirm in Q4 2021 and held it in 2 quarters.
Scotia Capital's Affirm position peaked at $1.82M in Q4 2021.
385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Scotia Capital's 13F filing for Q1 2024, filed 14 May 2024.