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Axxcess Wealth Management’s AppFolio APPF Stock Holding History

Axxcess Wealth Management’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
Q4 		– Sell
-863
Closed -$203K – 855
2024
Q3 		$203K Buy
863
+23
+3% +$5.38K 0.01% 838
2024
Q2 		$205K Hold
840
– – 0.01% 790
2024
Q1 		$207K Buy
+840
New +$181K 0.01% 810

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's APPF Position: Q4 2024 in Review

Axxcess Wealth Management sold out of AppFolio (APPF) in Q4 2024, closing a stake of 863 shares — an estimated $203K sold.

Axxcess Wealth Management first reported a position in APPF in Q1 2024 and held it in 3 quarters. The position peaked at $207K in Q1 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

  • Axxcess Wealth Management reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 863 AppFolio shares in Q4 2024, an estimated $203K.
  • Axxcess Wealth Management first reported a position in AppFolio in Q1 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's AppFolio position peaked at $207K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.