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 $1.66T 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 $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B 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