Lido Advisors’s AppFolio APPF Stock Holding History

Lido 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 Q2	–	Sell	-6,852	Closed	-$1.69M	–	1418
2024 Q1	$1.69M	Buy	+6,852	New	+$1.48M	0.01%	478
2023 Q4	–	Sell	-1,883	Closed	-$344K	–	1348
2023 Q3	$344K	Buy	+1,883	New	+$342K	﹤0.01%	874

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lido Advisors's APPF Position: Q2 2024 in Review

Lido Advisors sold out of AppFolio (APPF) in Q2 2024, closing a stake of 6,852 shares — an estimated $1.69M sold.

Lido Advisors first reported a position in APPF in Q3 2023 and held it in 2 quarters. The position peaked at $1.69M in Q1 2024. 391 funds tracked by Wall St. Rank hold APPF as of Q2 2024.

Lido Advisors reported no remaining AppFolio position as of Q2 2024 after selling out during the quarter.
Lido Advisors sold 6,852 AppFolio shares in Q2 2024, an estimated $1.69M.
Lido Advisors first reported a position in AppFolio in Q3 2023 and held it in 2 quarters.
Lido Advisors's AppFolio position peaked at $1.69M in Q1 2024.
391 funds tracked by Wall St. Rank held AppFolio as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.