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Concorde Asset Management’s AppFolio APPF Stock Holding History

Concorde Asset 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
2020
Q4 		– Sell
-5,421
Closed -$769K – 155
2020
Q3 		$769K Buy
+5,421
New +$835K 0.44% 73

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

Concorde Asset Management's APPF Position: Q4 2020 in Review

Concorde Asset Management sold out of AppFolio (APPF) in Q4 2020, closing a stake of 5,421 shares — an estimated $769K sold.

Concorde Asset Management first reported a position in APPF in Q3 2020 and held it in 1 quarter. The position peaked at $769K in Q3 2020. 182 funds tracked by Wall St. Rank hold APPF as of Q4 2020.

  • Concorde Asset Management reported no remaining AppFolio position as of Q4 2020 after selling out during the quarter.
  • Concorde Asset Management sold 5,421 AppFolio shares in Q4 2020, an estimated $769K.
  • Concorde Asset Management first reported a position in AppFolio in Q3 2020 and held it in 1 quarter.
  • Concorde Asset Management's AppFolio position peaked at $769K in Q3 2020.
  • 182 funds tracked by Wall St. Rank held AppFolio as of Q4 2020.

Based on Concorde Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.