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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 – 313
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 $6.73T AUM 46.02% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Glassman Wealth Services's APPF Position: Q1 2024 in Review

Glassman Wealth Services sold out of AppFolio (APPF) in Q1 2024, closing a stake of 2 shares — an estimated $346 sold.

Glassman Wealth Services first reported a position in APPF in Q2 2019 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 366 funds tracked by Wall St. Rank hold APPF as of Q1 2024.

  • Glassman Wealth Services reported no remaining AppFolio position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2 AppFolio shares in Q1 2024, an estimated $346.
  • Glassman Wealth Services first reported a position in AppFolio in Q2 2019 and held it in 7 quarters.
  • Glassman Wealth Services's AppFolio position peaked at $1K in Q1 2022.
  • 366 funds tracked by Wall St. Rank held AppFolio as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.