Berman Capital Advisors’s AppFolio APPF Stock Holding History

Berman Capital 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 Q3	$4K	Hold	36	–	–	﹤0.01%	1464
2021 Q2	$5K	Hold	36	–	–	﹤0.01%	1329
2021 Q1	$5K	Hold	36	–	–	﹤0.01%	1250
2020 Q4	$6K	Hold	36	–	–	﹤0.01%	1070
2020 Q3	$5K	Hold	36	–	–	﹤0.01%	1018
2020 Q2	$5K	Buy	36 +5	+16%	+$655	﹤0.01%	965
2020 Q1	$3K	Hold	31	–	–	﹤0.01%	1005
2019 Q4	$3K	Hold	31	–	–	﹤0.01%	1079
2019 Q3	$2K	Hold	31	–	–	﹤0.01%	1140
2019 Q2	$3K	Hold	31	–	–	﹤0.01%	1068
2019 Q1	$2K	Hold	31	–	–	﹤0.01%	1058
2018 Q4	$1K	Buy	+31	New	+$1.88K	﹤0.01%	945

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 $79.3B AUM 43.63% 1-Year Est. Return

GGHC

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

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

Berman Capital Advisors's APPF Position: Q3 2021 in Review

Berman Capital Advisors held its AppFolio (APPF) position steady in Q3 2021 at 36 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Berman Capital Advisors first reported a position in APPF in Q4 2018 and has held it in 12 quarters since. The position peaked at $6K in Q4 2020. 155 funds tracked by Wall St. Rank hold APPF as of Q3 2021.

Berman Capital Advisors held 36 shares of AppFolio worth $4K as of Q3 2021.
Berman Capital Advisors left its AppFolio share count unchanged in Q3 2021.
AppFolio made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1464 holding.
Berman Capital Advisors first reported a position in AppFolio in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's AppFolio position peaked at $6K in Q4 2020.
155 funds tracked by Wall St. Rank held AppFolio as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.