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 $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors

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

Capital World Investors

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

Baillie Gifford & Co

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

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

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