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Tortoise Index Solutions’s Affirm AFRM Stock Holding History

Tortoise Index Solutions’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
Q3 		– Sell
-7,396
Closed -$134K – 81
2022
Q2 		$134K Buy
7,396
+210
+3% +$5.71K 0.03% 87
2022
Q1 		$333K Buy
7,186
+3,088
+75% +$162K 0.06% 79
2021
Q4 		$412K Sell
4,098
-2,244
-35% -$297K 0.09% 76
2021
Q3 		$756K Buy
+6,342
New +$507K 0.18% 50

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tortoise Index Solutions's AFRM Position: Q3 2022 in Review

Tortoise Index Solutions sold out of Affirm (AFRM) in Q3 2022, closing a stake of 7,396 shares — an estimated $134K sold.

Tortoise Index Solutions first reported a position in AFRM in Q3 2021 and held it in 4 quarters. The position peaked at $756K in Q3 2021. 354 funds tracked by Wall St. Rank hold AFRM as of Q3 2022.

  • Tortoise Index Solutions reported no remaining Affirm position as of Q3 2022 after selling out during the quarter.
  • Tortoise Index Solutions sold 7,396 Affirm shares in Q3 2022, an estimated $134K.
  • Tortoise Index Solutions first reported a position in Affirm in Q3 2021 and held it in 4 quarters.
  • Tortoise Index Solutions's Affirm position peaked at $756K in Q3 2021.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q3 2022.

Based on Tortoise Index Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.