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GPS Wealth Strategies Group’s AppFolio APPF Stock Holding History

GPS Wealth Strategies Group’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
-20
Closed -$2K – 1053
2021
Q3 		$2K Hold
20
– – ﹤0.01% 931
2021
Q2 		$3K Hold
20
– – ﹤0.01% 915
2021
Q1 		$2K Buy
+20
New +$3.1K ﹤0.01% 848

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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 $71.6B AUM 29.66% 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

GPS Wealth Strategies Group's APPF Position: Q4 2021 in Review

GPS Wealth Strategies Group sold out of AppFolio (APPF) in Q4 2021, closing a stake of 20 shares — an estimated $2K sold.

GPS Wealth Strategies Group first reported a position in APPF in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 150 funds tracked by Wall St. Rank hold APPF as of Q4 2021.

  • GPS Wealth Strategies Group reported no remaining AppFolio position as of Q4 2021 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 20 AppFolio shares in Q4 2021, an estimated $2K.
  • GPS Wealth Strategies Group first reported a position in AppFolio in Q1 2021 and held it in 3 quarters.
  • GPS Wealth Strategies Group's AppFolio position peaked at $3K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held AppFolio as of Q4 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2021, filed 11 Feb 2022.