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Capital Advisors Ltd’s AppFolio APPF Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$2K Buy
11
+3
+38% +$568 ﹤0.01% 1071
2025
Q4 		$2K Hold
8
– – ﹤0.01% 1050
2025
Q3 		$2K Hold
8
– – ﹤0.01% 1038
2025
Q2 		$2K Hold
8
– – ﹤0.01% 1035
2025
Q1 		$2K Hold
8
– – ﹤0.01% 1026
2024
Q4 		$2K Hold
8
– – ﹤0.01% 1044
2024
Q3 		$2K Hold
8
– – ﹤0.01% 1035
2024
Q2 		$2K Hold
8
– – ﹤0.01% 1028
2024
Q1 		$2K Hold
8
– – ﹤0.01% 1012
2023
Q4 		$1K Hold
8
– – ﹤0.01% 1083
2023
Q3 		$1K Hold
8
– – ﹤0.01% 1074
2023
Q2 		$1K Hold
8
– – ﹤0.01% 1082
2023
Q1 		$1K Hold
8
– – ﹤0.01% 978
2022
Q4 		$1K Hold
8
– – ﹤0.01% 938
2022
Q3 		$1K Hold
8
– – ﹤0.01% 955
2022
Q2 		$1K Buy
+8
New +$807 ﹤0.01% 718

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return