Engrave Wealth Partners’s AppFolio APPF Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-23	Closed	-$3K	–	77
2020 Q2	$3K	Buy	+23	New	+$3.01K	﹤0.01%	353

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Engrave Wealth Partners's APPF Position: Q3 2020 in Review

Engrave Wealth Partners sold out of AppFolio (APPF) in Q3 2020, closing a stake of 23 shares — an estimated $3K sold.

Engrave Wealth Partners first reported a position in APPF in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 182 funds tracked by Wall St. Rank hold APPF as of Q3 2020.

Engrave Wealth Partners reported no remaining AppFolio position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 23 AppFolio shares in Q3 2020, an estimated $3K.
Engrave Wealth Partners first reported a position in AppFolio in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's AppFolio position peaked at $3K in Q2 2020.
182 funds tracked by Wall St. Rank held AppFolio as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.