APA
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American Portfolios Advisors’s AppFolio APPF Stock Holding History

American Portfolios 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
Q3 		– Sell
-519
Closed -$53.1K – 2835
2019
Q2 		$53.1K Buy
+519
New +$49K ﹤0.01% 1243

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Portfolios Advisors's APPF Position: Q3 2019 in Review

American Portfolios Advisors sold out of AppFolio (APPF) in Q3 2019, closing a stake of 519 shares — an estimated $53.1K sold.

American Portfolios Advisors first reported a position in APPF in Q2 2019 and held it in 1 quarter. The position peaked at $53.1K in Q2 2019. 130 funds tracked by Wall St. Rank hold APPF as of Q3 2019.

  • American Portfolios Advisors reported no remaining AppFolio position as of Q3 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 519 AppFolio shares in Q3 2019, an estimated $53.1K.
  • American Portfolios Advisors first reported a position in AppFolio in Q2 2019 and held it in 1 quarter.
  • American Portfolios Advisors's AppFolio position peaked at $53.1K in Q2 2019.
  • 130 funds tracked by Wall St. Rank held AppFolio as of Q3 2019.

Based on American Portfolios Advisors's 13F filing for Q3 2019, filed 24 Mar 2023.