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WIM
Westside Investment Management’s
Affirm
AFRM
Stock Holding History
Westside Investment Management’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
2026
Q1
$53.6K
Sell
1,170
-80
-6%
-$4.62K
0.01%
544
2025
Q4
$93K
Hold
1,250
–
–
0.01%
405
2025
Q3
$91.5K
Sell
1,250
-101
-7%
-$7.69K
0.01%
407
2025
Q2
$93.2K
Hold
1,351
–
–
0.02%
356
2025
Q1
$61.1K
Sell
1,351
-40
-3%
-$2.37K
0.01%
377
2024
Q4
$84.7K
Hold
1,391
–
–
0.02%
328
2024
Q3
$55.6K
Sell
1,391
-250
-15%
-$8.29K
0.01%
383
2024
Q2
$49.6K
Hold
1,641
–
–
0.01%
392
2024
Q1
$61K
Hold
1,641
–
–
0.01%
352
2023
Q4
$80.6K
Sell
1,641
-300
-15%
-$8.67K
0.02%
305
2023
Q3
$41.3K
Hold
1,941
–
–
0.01%
372
2023
Q2
$29.8K
Hold
1,941
–
–
0.01%
434
2023
Q1
$21.9K
Hold
1,941
–
–
0.01%
479
2022
Q4
$745
Hold
1,941
–
–
﹤0.01%
270
2022
Q3
$1.53K
Buy
1,941
+40
+2%
+$1.05K
﹤0.01%
250
2022
Q2
$3.76K
Buy
1,901
+540
+40%
+$14.7K
0.01%
221
2022
Q1
$3.79K
Buy
1,361
+190
+16%
+$9.94K
0.01%
220
2021
Q4
$9.54K
Sell
1,171
-320
-21%
-$42.3K
0.02%
189
2021
Q3
$9.6K
Sell
1,491
-1,029
-41%
-$82.2K
0.02%
188
2021
Q2
$5.55K
Hold
2,520
–
–
0.01%
200
2021
Q1
$5.83K
Buy
+2,520
New
+$245K
0.02%
191
Other funds holding AFRM
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
DCP
Durable Capital Partners
Bethesda, Maryland
$9.71B AUM
26.27%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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