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Gerber Kawasaki Wealth & Investment Management’s AppFolio APPF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-83
Closed -$9K – 326
2021
Q3 		$9K Buy
+83
New +$10.8K ﹤0.01% 647

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's APPF Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of AppFolio (APPF) in Q4 2021, closing a stake of 83 shares — an estimated $9K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in APPF in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 150 funds tracked by Wall St. Rank hold APPF as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining AppFolio position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 83 AppFolio shares in Q4 2021, an estimated $9K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in AppFolio in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's AppFolio position peaked at $9K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held AppFolio as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.