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West Paces Advisors’s Affirm AFRM Stock Holding History

West Paces 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
Q4 		– Sell
-5
Closed -$204 – 558
2024
Q3 		$204 Hold
5
– – ﹤0.01% 536
2024
Q2 		$151 Hold
5
– – ﹤0.01% 556
2024
Q1 		$186 Hold
5
– – ﹤0.01% 572
2023
Q4 		$246 Hold
5
– – ﹤0.01% 597
2023
Q3 		$106 Hold
5
– – ﹤0.01% 516
2023
Q2 		$77 Hold
5
– – ﹤0.01% 541
2023
Q1 		$56 Hold
5
– – ﹤0.01% 552
2022
Q4 		$48 Hold
5
– – ﹤0.01% 531
2022
Q3 		$94 Hold
5
– – ﹤0.01% 518
2022
Q2 		$90 Hold
5
– – ﹤0.01% 576
2022
Q1 		$231 Hold
5
– – ﹤0.01% 569
2021
Q4 		$503 Buy
+5
New +$661 ﹤0.01% 559

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

West Paces Advisors's AFRM Position: Q4 2024 in Review

West Paces Advisors sold out of Affirm (AFRM) in Q4 2024, closing a stake of 5 shares — an estimated $204 sold.

West Paces Advisors first reported a position in AFRM in Q4 2021 and held it in 12 quarters. The position peaked at $503 in Q4 2021. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

  • West Paces Advisors reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
  • West Paces Advisors sold 5 Affirm shares in Q4 2024, an estimated $204.
  • West Paces Advisors first reported a position in Affirm in Q4 2021 and held it in 12 quarters.
  • West Paces Advisors's Affirm position peaked at $503 in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on West Paces Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.