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Vident Investment Advisory’s Affirm AFRM Stock Holding History

Vident Investment Advisory’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
2023
Q1 		– Sell
-10,969
Closed -$106K – 1236
2022
Q4 		$106K Sell
10,969
-868
-7% -$13.1K ﹤0.01% 1100
2022
Q3 		$205K Sell
11,837
-616
-5% -$16.1K 0.01% 994
2022
Q2 		$225K Buy
12,453
+1,793
+17% +$48.8K 0.01% 1095
2022
Q1 		$493K Buy
10,660
+5,426
+104% +$284K 0.01% 932
2021
Q4 		$527K Sell
5,234
-3,211
-38% -$424K 0.01% 910
2021
Q3 		$1.01M Buy
+8,445
New +$675K 0.03% 672

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
LUGPI
Lightspeed Ultimate General Partner IX Menlo Park, California $20.3M AUM 4.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vident Investment Advisory's AFRM Position: Q1 2023 in Review

Vident Investment Advisory sold out of Affirm (AFRM) in Q1 2023, closing a stake of 10,969 shares — an estimated $106K sold.

Vident Investment Advisory first reported a position in AFRM in Q3 2021 and held it in 6 quarters. The position peaked at $1.01M in Q3 2021. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • Vident Investment Advisory reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 10,969 Affirm shares in Q1 2023, an estimated $106K.
  • Vident Investment Advisory first reported a position in Affirm in Q3 2021 and held it in 6 quarters.
  • Vident Investment Advisory's Affirm position peaked at $1.01M in Q3 2021.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Vident Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.