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Alera Investment Advisors’s AppFolio APPF Stock Holding History

Alera 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
2019
Q2 		– Sell
-13
Closed -$1K – 133
2019
Q1 		$1K Hold
13
– – ﹤0.01% 906
2018
Q4 		$1K Buy
+13
New +$789 ﹤0.01% 840

Other funds holding APPF

ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
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
WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alera Investment Advisors's APPF Position: Q2 2019 in Review

Alera Investment Advisors sold out of AppFolio (APPF) in Q2 2019, closing a stake of 13 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in APPF in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 146 funds tracked by Wall St. Rank hold APPF as of Q2 2019.

  • Alera Investment Advisors reported no remaining AppFolio position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 13 AppFolio shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in AppFolio in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's AppFolio position peaked at $1K in Q1 2019.
  • 146 funds tracked by Wall St. Rank held AppFolio as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.