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Whittier Trust’s Affirm AFRM Stock Holding History

Whittier Trust’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
Q1 		– Sell
-1,500
Closed -$73.7K – 1512
2023
Q4 		$73.7K Buy
1,500
+1,485
+9,900% +$42.9K ﹤0.01% 835
2023
Q3 		$319 Buy
+15
New +$274 ﹤0.01% 1602
2023
Q1 		– Sell
-54
Closed -$521 – 1606
2022
Q4 		$521 Buy
+54
New +$814 ﹤0.01% 1574

Other funds holding AFRM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Whittier Trust's AFRM Position: Q1 2024 in Review

Whittier Trust sold out of Affirm (AFRM) in Q1 2024, closing a stake of 1,500 shares — an estimated $73.7K sold.

Whittier Trust first reported a position in AFRM in Q4 2022 and held it in 3 quarters. The position peaked at $73.7K in Q4 2023. 385 funds tracked by Wall St. Rank hold AFRM as of Q1 2024.

  • Whittier Trust reported no remaining Affirm position as of Q1 2024 after selling out during the quarter.
  • Whittier Trust sold 1,500 Affirm shares in Q1 2024, an estimated $73.7K.
  • Whittier Trust first reported a position in Affirm in Q4 2022 and held it in 3 quarters.
  • Whittier Trust's Affirm position peaked at $73.7K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Affirm as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.