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IBEX Wealth Advisors’s AppFolio APPF Stock Holding History

IBEX 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
Q3 		– Sell
-200
Closed -$48.9K – 86
2024
Q2 		$48.9K Buy
+200
New +$46.6K 0.01% 161

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IBEX Wealth Advisors's APPF Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of AppFolio (APPF) in Q3 2024, closing a stake of 200 shares — an estimated $48.9K sold.

IBEX Wealth Advisors first reported a position in APPF in Q2 2024 and held it in 1 quarter. The position peaked at $48.9K in Q2 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 200 AppFolio shares in Q3 2024, an estimated $48.9K.
  • IBEX Wealth Advisors first reported a position in AppFolio in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's AppFolio position peaked at $48.9K in Q2 2024.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.