Arkadios Wealth Advisors’s AppFolio APPF Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-3	Closed	–	–	640
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1860
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1939
2021 Q1	$0	Hold	3	–	–	﹤0.01%	1634
2020 Q4	$0	Buy	+3	New	+$480	﹤0.01%	1359

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Arkadios Wealth Advisors's APPF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of AppFolio (APPF) in Q4 2021, closing a stake of 3 shares.

Arkadios Wealth Advisors first reported a position in APPF in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 150 funds tracked by Wall St. Rank hold APPF as of Q4 2021.

Arkadios Wealth Advisors reported no remaining AppFolio position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3 AppFolio shares in Q4 2021.
Arkadios Wealth Advisors first reported a position in AppFolio in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's AppFolio position peaked at $0 in Q3 2021.
150 funds tracked by Wall St. Rank held AppFolio as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.