TC
AFRM icon

Titleist Capital’s Affirm AFRM Stock Holding History

Titleist Capital’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
2022
Q4 		$1.2M Sell
124,309
-7,718
-6% -$116K 0.28% 82
2022
Q3 		$2.48M Buy
132,027
+93
+0.1% +$2.43K 0.57% 40
2022
Q2 		$2.38M Buy
131,934
+3,489
+3% +$94.9K 0.58% 39
2022
Q1 		$5.94M Buy
128,445
+64,130
+100% +$3.36M 1.18% 19
2021
Q4 		$6.47M Buy
+64,315
New +$8.5M 1.24% 21

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return

Titleist Capital's AFRM Position: Q4 2022 in Review

Titleist Capital reduced its Affirm (AFRM) stake by 5.8% in Q4 2022, selling an estimated $116K and leaving 124,309 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #82.

Titleist Capital first reported a position in AFRM in Q4 2021 and has held it in 5 quarters since. The position peaked at $6.47M in Q4 2021. 354 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

  • Titleist Capital held 124,309 shares of Affirm worth $1.2M as of Q4 2022.
  • Titleist Capital sold 7,718 Affirm shares in Q4 2022, an estimated $116K.
  • Affirm made up 0.28% of Titleist Capital's portfolio in Q4 2022, its #82 holding.
  • Titleist Capital first reported a position in Affirm in Q4 2021 and has held it in 5 quarters since.
  • Titleist Capital's Affirm position peaked at $6.47M in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.