CFA
APPF icon

Carroll Financial Associates’s AppFolio APPF Stock Holding History

Carroll Financial Associates’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
2020
Q3 		– Sell
-23
Closed -$3K – 1484
2020
Q2 		$3K Buy
+23
New +$3.01K ﹤0.01% 1270
2020
Q1 		– Sell
-378
Closed -$41K – 1439
2019
Q4 		$41K Buy
+378
New +$38.6K ﹤0.01% 695

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 $931M AUM 4.95% 1-Year Est. Return
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
WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carroll Financial Associates's APPF Position: Q3 2020 in Review

Carroll Financial Associates sold out of AppFolio (APPF) in Q3 2020, closing a stake of 23 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in APPF in Q4 2019 and held it in 2 quarters. The position peaked at $41K in Q4 2019. 182 funds tracked by Wall St. Rank hold APPF as of Q3 2020.

  • Carroll Financial Associates reported no remaining AppFolio position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 23 AppFolio shares in Q3 2020, an estimated $3K.
  • Carroll Financial Associates first reported a position in AppFolio in Q4 2019 and held it in 2 quarters.
  • Carroll Financial Associates's AppFolio position peaked at $41K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held AppFolio as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.