CM Wealth Advisors’s AppFolio APPF Stock Holding History

CM 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
2023 Q2	–	Sell	-8,695	Closed	-$1.09M	–	173
2023 Q1	$1.09M	Buy	+8,695	New	+$1.05M	0.21%	138

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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 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

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

CM Wealth Advisors's APPF Position: Q2 2023 in Review

CM Wealth Advisors sold out of AppFolio (APPF) in Q2 2023, closing a stake of 8,695 shares — an estimated $1.09M sold.

CM Wealth Advisors first reported a position in APPF in Q1 2023 and held it in 1 quarter. The position peaked at $1.09M in Q1 2023. 214 funds tracked by Wall St. Rank hold APPF as of Q2 2023.

CM Wealth Advisors reported no remaining AppFolio position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 8,695 AppFolio shares in Q2 2023, an estimated $1.09M.
CM Wealth Advisors first reported a position in AppFolio in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's AppFolio position peaked at $1.09M in Q1 2023.
214 funds tracked by Wall St. Rank held AppFolio as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.