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Financial Network Wealth Advisors’s AppFolio APPF Stock Holding History

Financial Network Wealth 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
2024
Q4 		– Sell
-16
Closed -$3.77K – 501
2024
Q3 		$3.77K Hold
16
– – ﹤0.01% 557
2024
Q2 		$3.91K Buy
+16
New +$3.73K ﹤0.01% 613

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Network Wealth Advisors's APPF Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of AppFolio (APPF) in Q4 2024, closing a stake of 16 shares — an estimated $3.77K sold.

Financial Network Wealth Advisors first reported a position in APPF in Q2 2024 and held it in 2 quarters. The position peaked at $3.91K in Q2 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 16 AppFolio shares in Q4 2024, an estimated $3.77K.
  • Financial Network Wealth Advisors first reported a position in AppFolio in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's AppFolio position peaked at $3.91K in Q2 2024.
  • 388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.