Claro Advisors’s AppFolio APPF Stock Holding History

Claro 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
2024 Q4	–	Sell	-1,069	Closed	-$252K	–	490
2024 Q3	$252K	Buy	+1,069	New	+$250K	0.03%	423

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Claro Advisors's APPF Position: Q4 2024 in Review

Claro Advisors sold out of AppFolio (APPF) in Q4 2024, closing a stake of 1,069 shares — an estimated $252K sold.

Claro Advisors first reported a position in APPF in Q3 2024 and held it in 1 quarter. The position peaked at $252K in Q3 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

Claro Advisors reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
Claro Advisors sold 1,069 AppFolio shares in Q4 2024, an estimated $252K.
Claro Advisors first reported a position in AppFolio in Q3 2024 and held it in 1 quarter.
Claro Advisors's AppFolio position peaked at $252K in Q3 2024.
388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.