Simplex Trading
AFRM icon

Simplex Trading’s Affirm AFRM Stock Holding History

Simplex Trading’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
Q3 		– Sell
-419,737
Closed -$13.9M – 8356
2024
Q2 		$12.7M Buy
419,737
+349,176
+495% +$11.2M 0.01% 873
2024
Q1 		$2.63M Buy
+70,561
New +$2.82M ﹤0.01% 2139
2023
Q3 		– Sell
-185
Closed -$3.38K – 8541
2023
Q2 		$2K Hold
185
– – ﹤0.01% 8349
2023
Q1 		$2K Hold
185
– – ﹤0.01% 8408
2022
Q4 		$1K Buy
185
+100
+118% +$1.51K ﹤0.01% 8740
2022
Q3 		$1K Hold
85
– – ﹤0.01% 9472
2022
Q2 		$1K Sell
85
-87,380
-100% -$2.38M ﹤0.01% 9510
2022
Q1 		$4.05M Sell
87,465
-143,772
-62% -$7.52M ﹤0.01% 1427
2021
Q4 		$23.3M Buy
+231,237
New +$30.6M 0.02% 451

Other funds holding AFRM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's AFRM Position: Q3 2024 in Review

Simplex Trading sold out of Affirm (AFRM) in Q3 2024, closing a stake of 419,737 shares — an estimated $13.9M sold.

Simplex Trading first reported a position in AFRM in Q4 2021 and held it in 9 quarters. The position peaked at $23.3M in Q4 2021. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

  • Simplex Trading reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
  • Simplex Trading sold 419,737 Affirm shares in Q3 2024, an estimated $13.9M.
  • Simplex Trading first reported a position in Affirm in Q4 2021 and held it in 9 quarters.
  • Simplex Trading's Affirm position peaked at $23.3M in Q4 2021.
  • 426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.