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Institutional & Family Asset Management’s AppFolio APPF Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$978 Hold
4
– – ﹤0.01% 647
2024
Q1 		$987 Hold
4
– – ﹤0.01% 641
2023
Q4 		$693 Hold
4
– – ﹤0.01% 648
2023
Q3 		$731 Hold
4
– – ﹤0.01% 637
2023
Q2 		$689 Hold
4
– – ﹤0.01% 655
2023
Q1 		$498 Buy
+4
New +$483 ﹤0.01% 671

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 $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institutional & Family Asset Management's APPF Position: Q2 2024 in Review

Institutional & Family Asset Management held its AppFolio (APPF) position steady in Q2 2024 at 4 shares worth $978. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Institutional & Family Asset Management first reported a position in APPF in Q1 2023 and has held it in 6 quarters since. The position peaked at $987 in Q1 2024. 391 funds tracked by Wall St. Rank hold APPF as of Q2 2024.

  • Institutional & Family Asset Management held 4 shares of AppFolio worth $978 as of Q2 2024.
  • Institutional & Family Asset Management left its AppFolio share count unchanged in Q2 2024.
  • AppFolio made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #647 holding.
  • Institutional & Family Asset Management first reported a position in AppFolio in Q1 2023 and has held it in 6 quarters since.
  • Institutional & Family Asset Management's AppFolio position peaked at $987 in Q1 2024.
  • 391 funds tracked by Wall St. Rank held AppFolio as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.