Three Bridge Wealth Advisors’s Affirm AFRM Stock Holding History

Three Bridge Wealth 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 Q1	–	Sell	-1,096,587	Closed	-$53.9M	–	93
2023 Q4	$53.9M	Sell	1,096,587 -895,000	-45%	-$25.9M	18.64%	1
2023 Q3	$42.4M	Sell	1,991,587 -60,000	-3%	-$1.1M	17.58%	1
2023 Q2	$31.5M	Sell	2,051,587 -216,800	-10%	-$2.88M	13.32%	2
2023 Q1	$25.6M	Sell	2,268,387 -190,000	-8%	-$2.39M	11.85%	2
2022 Q4	$23.8M	Hold	2,458,387	–	–	12.74%	2
2022 Q3	$46.1M	Sell	2,458,387 -30,000	-1%	-$785K	23.47%	1
2022 Q2	$44.9M	Sell	2,488,387 -773,265	-24%	-$21M	22.01%	1
2022 Q1	$151M	Buy	+3,261,652	New	+$171M	42.21%	1

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

Three Bridge Wealth Advisors's AFRM Position: Q1 2024 in Review

Three Bridge Wealth Advisors sold out of Affirm (AFRM) in Q1 2024, closing a stake of 1,096,587 shares — an estimated $53.9M sold.

Three Bridge Wealth Advisors first reported a position in AFRM in Q1 2022 and held it in 8 quarters. The position peaked at $151M in Q1 2022. 384 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

Three Bridge Wealth Advisors reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
Three Bridge Wealth Advisors sold 1,096,587 Affirm shares in Q1 2024, an estimated $53.9M.
Three Bridge Wealth Advisors first reported a position in Affirm in Q1 2022 and held it in 8 quarters.
Three Bridge Wealth Advisors's Affirm position peaked at $151M in Q1 2022.
384 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.