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Glassman Wealth Services’s AppFolio APPF Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-2
Closed -$346 – 314
2023
Q4 		$346 Hold
2
– – ﹤0.01% 1791
2023
Q3 		$365 Hold
2
– – ﹤0.01% 1795
2023
Q2 		$344 Buy
+2
New +$291 ﹤0.01% 1710
2022
Q4 		– Sell
-2
Closed – – 1925
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1642
2022
Q2 		$0 Sell
2
-5
-71% -$504 ﹤0.01% 1653
2022
Q1 		$1K Buy
+7
New +$806 ﹤0.01% 1318
2019
Q3 		– Sell
-3
Closed – – 1034
2019
Q2 		$0 Buy
+3
New +$284 ﹤0.01% 1056

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $797M AUM 4.79% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return