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Cerro Pacific Wealth Advisors’s AppFolio APPF Stock Holding History

Cerro Pacific Wealth 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
2020
Q4 		$258K Buy
+1,434
New +$229K 0.15% 97

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerro Pacific Wealth Advisors's APPF Position: Q4 2020 in Review

Cerro Pacific Wealth Advisors opened a new position in AppFolio (APPF) in Q4 2020: 1,434 shares worth $258K. The stake represents 0.15% of the portfolio and ranks #97 among its holdings.

182 funds tracked by Wall St. Rank hold APPF as of Q4 2020.

  • Cerro Pacific Wealth Advisors held 1,434 shares of AppFolio worth $258K as of Q4 2020.
  • AppFolio was a new Cerro Pacific Wealth Advisors position in Q4 2020.
  • AppFolio made up 0.15% of Cerro Pacific Wealth Advisors's portfolio in Q4 2020, its #97 holding.
  • 182 funds tracked by Wall St. Rank held AppFolio as of Q4 2020.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.