SpiderRock Advisors’s Affirm AFRM Stock Holding History

SpiderRock Advisors’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	-24,471	Closed	-$739K	–	820
2024 Q2	$739K	Buy	24,471 +10	+0%	+$321	0.01%	472
2024 Q1	$837K	Buy	+24,461	New	+$976K	0.02%	424

Other funds holding AFRM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 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

SpiderRock Advisors's AFRM Position: Q3 2024 in Review

SpiderRock Advisors sold out of Affirm (AFRM) in Q3 2024, closing a stake of 24,471 shares — an estimated $739K sold.

SpiderRock Advisors first reported a position in AFRM in Q1 2024 and held it in 2 quarters. The position peaked at $837K in Q1 2024. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

SpiderRock Advisors reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
SpiderRock Advisors sold 24,471 Affirm shares in Q3 2024, an estimated $739K.
SpiderRock Advisors first reported a position in Affirm in Q1 2024 and held it in 2 quarters.
SpiderRock Advisors's Affirm position peaked at $837K in Q1 2024.
426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.