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Baystate Wealth Management’s AppFolio APPF Stock Holding History

Baystate 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
2023
Q3 		– Sell
-20
Closed -$3.44K – 1031
2023
Q2 		$3.44K Hold
20
– – ﹤0.01% 765
2023
Q1 		$2.49K Buy
+20
New +$2.41K ﹤0.01% 797

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Baystate Wealth Management's APPF Position: Q3 2023 in Review

Baystate Wealth Management sold out of AppFolio (APPF) in Q3 2023, closing a stake of 20 shares — an estimated $3.44K sold.

Baystate Wealth Management first reported a position in APPF in Q1 2023 and held it in 2 quarters. The position peaked at $3.44K in Q2 2023. 245 funds tracked by Wall St. Rank hold APPF as of Q3 2023.

  • Baystate Wealth Management reported no remaining AppFolio position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 20 AppFolio shares in Q3 2023, an estimated $3.44K.
  • Baystate Wealth Management first reported a position in AppFolio in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's AppFolio position peaked at $3.44K in Q2 2023.
  • 245 funds tracked by Wall St. Rank held AppFolio as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.