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Duality Advisers’s AppFolio APPF Stock Holding History

Duality Advisers’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
Q1 		– Sell
-2,731
Closed -$288K – 549
2022
Q4 		$288K Buy
+2,731
New +$304K 0.03% 526
2021
Q4 		– Sell
-13,167
Closed -$1.58M – 489
2021
Q3 		$1.58M Buy
13,167
+7,529
+134% +$978K 0.12% 280
2021
Q2 		$796K Buy
+5,638
New +$783K 0.07% 369
2020
Q4 		– Sell
-9,790
Closed -$1.39M – 547
2020
Q3 		$1.39M Buy
+9,790
New +$1.51M 0.09% 294

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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 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
State Street
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return