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Abich Financial Wealth Management’s AppFolio APPF Stock Holding History

Abich Financial Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$734 – 410
2024
Q2 		$734 Buy
+3
New +$699 ﹤0.01% 668

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abich Financial Wealth Management's APPF Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of AppFolio (APPF) in Q3 2024, closing a stake of 3 shares — an estimated $734 sold.

Abich Financial Wealth Management first reported a position in APPF in Q2 2024 and held it in 1 quarter. The position peaked at $734 in Q2 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 3 AppFolio shares in Q3 2024, an estimated $734.
  • Abich Financial Wealth Management first reported a position in AppFolio in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's AppFolio position peaked at $734 in Q2 2024.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.