Cascade Investment Advisors’s AppFolio APPF Stock Holding History

Cascade Investment 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
2022 Q3	–	Sell	-295	Closed	-$26.7K	–	110
2022 Q2	$26.7K	Hold	295	–	–	0.02%	178
2022 Q1	$33.4K	Sell	295 -60	-17%	-$6.91K	0.02%	184
2021 Q4	$43K	Hold	355	–	–	0.03%	174
2021 Q3	$42.7K	Sell	355 -65	-15%	-$8.45K	0.03%	166
2021 Q2	$59.3K	Buy	420 +185	+79%	+$25.7K	0.04%	150
2021 Q1	$33.2K	Buy	235 +160	+213%	+$24.8K	0.02%	179
2020 Q4	$13.5K	Buy	75 +25	+50%	+$4K	0.01%	217
2020 Q3	$7.09K	Hold	50	–	–	0.01%	233
2020 Q2	$8.13K	Buy	+50	New	+$6.55K	0.01%	224

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

GGHC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cascade Investment Advisors's APPF Position: Q3 2022 in Review

Cascade Investment Advisors sold out of AppFolio (APPF) in Q3 2022, closing a stake of 295 shares — an estimated $26.7K sold.

Cascade Investment Advisors first reported a position in APPF in Q2 2020 and held it in 9 quarters. The position peaked at $59.3K in Q2 2021. 163 funds tracked by Wall St. Rank hold APPF as of Q3 2022.

Cascade Investment Advisors reported no remaining AppFolio position as of Q3 2022 after selling out during the quarter.
Cascade Investment Advisors sold 295 AppFolio shares in Q3 2022, an estimated $26.7K.
Cascade Investment Advisors first reported a position in AppFolio in Q2 2020 and held it in 9 quarters.
Cascade Investment Advisors's AppFolio position peaked at $59.3K in Q2 2021.
163 funds tracked by Wall St. Rank held AppFolio as of Q3 2022.

Based on Cascade Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.