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 $645B AUM 30.41% 1-Year Est. Return

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 World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return