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Fiduciary Alliance’s AppFolio APPF Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-18
Closed -$3.1K – 212
2023
Q2 		$3.1K Buy
+18
New +$2.62K ﹤0.01% 753
2023
Q1 		– Sell
-18
Closed -$1.9K – 180
2022
Q4 		$1.9K Buy
+18
New +$2K ﹤0.01% 706

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fiduciary Alliance's APPF Position: Q3 2023 in Review

Fiduciary Alliance sold out of AppFolio (APPF) in Q3 2023, closing a stake of 18 shares — an estimated $3.1K sold.

Fiduciary Alliance first reported a position in APPF in Q4 2022 and held it in 2 quarters. The position peaked at $3.1K in Q2 2023. 245 funds tracked by Wall St. Rank hold APPF as of Q3 2023.

  • Fiduciary Alliance reported no remaining AppFolio position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 18 AppFolio shares in Q3 2023, an estimated $3.1K.
  • Fiduciary Alliance first reported a position in AppFolio in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's AppFolio position peaked at $3.1K in Q2 2023.
  • 245 funds tracked by Wall St. Rank held AppFolio as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.