Ellevest Inc’s AppFolio APPF Stock Holding History

Ellevest Inc’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	-10	Closed	-$1.25K	–	441
2023 Q1	$1.25K	Sell	10 -2	-17%	-$241	﹤0.01%	1540
2022 Q4	$1.26K	Buy	12 +2	+20%	+$222	﹤0.01%	1468
2022 Q3	$1K	Buy	+10	New	+$1.02K	﹤0.01%	1415

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 $931M AUM 4.95% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

GGHC

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

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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Ellevest Inc's APPF Position: Q2 2023 in Review

Ellevest Inc sold out of AppFolio (APPF) in Q2 2023, closing a stake of 10 shares — an estimated $1.25K sold.

Ellevest Inc first reported a position in APPF in Q3 2022 and held it in 3 quarters. The position peaked at $1.26K in Q4 2022. 214 funds tracked by Wall St. Rank hold APPF as of Q2 2023.

Ellevest Inc reported no remaining AppFolio position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 10 AppFolio shares in Q2 2023, an estimated $1.25K.
Ellevest Inc first reported a position in AppFolio in Q3 2022 and held it in 3 quarters.
Ellevest Inc's AppFolio position peaked at $1.26K in Q4 2022.
214 funds tracked by Wall St. Rank held AppFolio as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.