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Affinity Investment Advisors’s AppFolio APPF Stock Holding History

Affinity Investment Advisors’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
2023
Q2 		– Sell
-6,163
Closed -$767K – 192
2023
Q1 		$767K Sell
6,163
-20
-0.3% -$2.41K 0.41% 97
2022
Q4 		$652K Buy
+6,183
New +$688K 0.3% 119

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Affinity Investment Advisors's APPF Position: Q2 2023 in Review

Affinity Investment Advisors sold out of AppFolio (APPF) in Q2 2023, closing a stake of 6,163 shares — an estimated $767K sold.

Affinity Investment Advisors first reported a position in APPF in Q4 2022 and held it in 2 quarters. The position peaked at $767K in Q1 2023. 214 funds tracked by Wall St. Rank hold APPF as of Q2 2023.

  • Affinity Investment Advisors reported no remaining AppFolio position as of Q2 2023 after selling out during the quarter.
  • Affinity Investment Advisors sold 6,163 AppFolio shares in Q2 2023, an estimated $767K.
  • Affinity Investment Advisors first reported a position in AppFolio in Q4 2022 and held it in 2 quarters.
  • Affinity Investment Advisors's AppFolio position peaked at $767K in Q1 2023.
  • 214 funds tracked by Wall St. Rank held AppFolio as of Q2 2023.

Based on Affinity Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.