AAS
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Avantax Advisory Services’s AppFolio APPF Stock Holding History

Avantax Advisory Services’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
Q2 		– Sell
-1,239
Closed -$306K – 2074
2024
Q1 		$306K Buy
+1,239
New +$267K ﹤0.01% 1282

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Advisory Services's APPF Position: Q2 2024 in Review

Avantax Advisory Services sold out of AppFolio (APPF) in Q2 2024, closing a stake of 1,239 shares — an estimated $306K sold.

Avantax Advisory Services first reported a position in APPF in Q1 2024 and held it in 1 quarter. The position peaked at $306K in Q1 2024. 391 funds tracked by Wall St. Rank hold APPF as of Q2 2024.

  • Avantax Advisory Services reported no remaining AppFolio position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,239 AppFolio shares in Q2 2024, an estimated $306K.
  • Avantax Advisory Services first reported a position in AppFolio in Q1 2024 and held it in 1 quarter.
  • Avantax Advisory Services's AppFolio position peaked at $306K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held AppFolio as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.