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FDx Advisors’s AppFolio APPF Stock Holding History

FDx 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
-2,153
Closed -$227K – 752
2023
Q1 		$227K Hold
2,153
– – 0.01% 675
2022
Q4 		$227K Buy
2,153
+69
+3% +$7.68K 0.01% 675
2022
Q3 		$218K Sell
2,084
-431
-17% -$44K 0.01% 658
2022
Q2 		$228K Sell
2,515
-1,048
-29% -$106K 0.01% 729
2022
Q1 		$403K Buy
3,563
+1,103
+45% +$127K 0.01% 562
2021
Q4 		$298K Buy
+2,460
New +$312K 0.01% 696

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
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
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
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
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

FDx Advisors's APPF Position: Q2 2023 in Review

FDx Advisors sold out of AppFolio (APPF) in Q2 2023, closing a stake of 2,153 shares — an estimated $227K sold.

FDx Advisors first reported a position in APPF in Q4 2021 and held it in 6 quarters. The position peaked at $403K in Q1 2022. 214 funds tracked by Wall St. Rank hold APPF as of Q2 2023.

  • FDx Advisors reported no remaining AppFolio position as of Q2 2023 after selling out during the quarter.
  • FDx Advisors sold 2,153 AppFolio shares in Q2 2023, an estimated $227K.
  • FDx Advisors first reported a position in AppFolio in Q4 2021 and held it in 6 quarters.
  • FDx Advisors's AppFolio position peaked at $403K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held AppFolio as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.