Stephens Inc’s Affirm AFRM Stock Holding History

Stephens Inc’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 Q4	–	Sell	-7,693	Closed	-$314K	–	1272
2024 Q3	$314K	Buy	+7,693	New	+$255K	﹤0.01%	1005
2021 Q3	–	Sell	-7,088	Closed	-$477K	–	1356
2021 Q2	$477K	Buy	+7,088	New	+$452K	0.01%	898

Other funds holding AFRM

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

Stephens Inc's AFRM Position: Q4 2024 in Review

Stephens Inc sold out of Affirm (AFRM) in Q4 2024, closing a stake of 7,693 shares — an estimated $314K sold.

Stephens Inc first reported a position in AFRM in Q2 2021 and held it in 2 quarters. The position peaked at $477K in Q2 2021. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

Stephens Inc reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
Stephens Inc sold 7,693 Affirm shares in Q4 2024, an estimated $314K.
Stephens Inc first reported a position in Affirm in Q2 2021 and held it in 2 quarters.
Stephens Inc's Affirm position peaked at $477K in Q2 2021.
501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.