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Beacon Pointe Wealth Advisors’s AppFolio APPF Stock Holding History

Beacon Pointe 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
2019
Q4 		$275K Buy
+2,500
New +$255K 0.05% 226
2019
Q3 		– Sell
-2,500
Closed -$256K – 262
2019
Q2 		$256K Buy
+2,500
New +$236K 0.05% 230

Other funds holding APPF

ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Pointe Wealth Advisors's APPF Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in AppFolio (APPF) in Q4 2019: 2,500 shares worth $275K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in APPF as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in APPF in Q2 2019 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold APPF as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,500 shares of AppFolio worth $275K as of Q4 2019.
  • AppFolio was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • AppFolio made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #226 holding.
  • Beacon Pointe Wealth Advisors first reported a position in AppFolio in Q2 2019 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held AppFolio as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.