Shelton Capital Management’s Affirm AFRM Stock Holding History

Shelton Capital Management’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	-12,223	Closed	-$601K	–	743
2023 Q4	$601K	Hold	12,223	–	–	0.02%	310
2023 Q3	$260K	Hold	12,223	–	–	0.01%	536
2023 Q2	$187K	Hold	12,223	–	–	0.01%	701
2023 Q1	$138K	Hold	12,223	–	–	0.01%	712
2022 Q4	$118K	Hold	12,223	–	–	0.01%	671
2022 Q3	$229K	Buy	+12,223	New	+$320K	0.01%	569
2022 Q1	–	Sell	-9,000	Closed	-$905K	–	813
2021 Q4	$905K	Sell	9,000 -1,070	-11%	-$141K	0.03%	283
2021 Q3	$1.2M	Hold	10,070	–	–	0.05%	263
2021 Q2	$678K	Buy	+10,070	New	+$642K	0.03%	318

Other funds holding AFRM

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Shelton Capital Management's AFRM Position: Q1 2024 in Review

Shelton Capital Management sold out of Affirm (AFRM) in Q1 2024, closing a stake of 12,223 shares — an estimated $601K sold.

Shelton Capital Management first reported a position in AFRM in Q2 2021 and held it in 9 quarters. The position peaked at $1.2M in Q3 2021. 384 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Shelton Capital Management reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
Shelton Capital Management sold 12,223 Affirm shares in Q1 2024, an estimated $601K.
Shelton Capital Management first reported a position in Affirm in Q2 2021 and held it in 9 quarters.
Shelton Capital Management's Affirm position peaked at $1.2M in Q3 2021.
384 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Shelton Capital Management's 13F filing for Q1 2024, filed 15 May 2024.