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Cary Street Partners Investment Advisory’s AppFolio APPF Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-325
Closed -$59.4K – 692
2023
Q3 		$59.4K Sell
325
-50
-13% -$9.07K ﹤0.01% 820
2023
Q2 		$64.6K Hold
375
– – ﹤0.01% 761
2023
Q1 		$46.7K Hold
375
– – ﹤0.01% 761
2022
Q4 		$39.5K Buy
+375
New +$41.7K ﹤0.01% 803

Other funds holding APPF

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Cary Street Partners Investment Advisory's APPF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of AppFolio (APPF) in Q4 2023, closing a stake of 325 shares — an estimated $59.4K sold.

Cary Street Partners Investment Advisory first reported a position in APPF in Q4 2022 and held it in 4 quarters. The position peaked at $64.6K in Q2 2023. 295 funds tracked by Wall St. Rank hold APPF as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining AppFolio position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 325 AppFolio shares in Q4 2023, an estimated $59.4K.
  • Cary Street Partners Investment Advisory first reported a position in AppFolio in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's AppFolio position peaked at $64.6K in Q2 2023.
  • 295 funds tracked by Wall St. Rank held AppFolio as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.