CWM
APPF icon

Castle Wealth Management’s AppFolio APPF Stock Holding History

Castle Wealth Management’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
Q4 		– Sell
-615
Closed -$64K – 135
2022
Q3 		$64K Hold
615
– – 0.04% 187
2022
Q2 		$56K Buy
+615
New +$62K 0.03% 199

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Castle Wealth Management's APPF Position: Q4 2022 in Review

Castle Wealth Management sold out of AppFolio (APPF) in Q4 2022, closing a stake of 615 shares — an estimated $64K sold.

Castle Wealth Management first reported a position in APPF in Q2 2022 and held it in 2 quarters. The position peaked at $64K in Q3 2022. 188 funds tracked by Wall St. Rank hold APPF as of Q4 2022.

  • Castle Wealth Management reported no remaining AppFolio position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 615 AppFolio shares in Q4 2022, an estimated $64K.
  • Castle Wealth Management first reported a position in AppFolio in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's AppFolio position peaked at $64K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held AppFolio as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.