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LM Advisors’s AppFolio APPF Stock Holding History

LM 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
Q1 		– Sell
-53
Closed -$9.21K – 242
2023
Q4 		$9.21K Buy
+53
New +$9.93K ﹤0.01% 535

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

LM Advisors's APPF Position: Q1 2024 in Review

LM Advisors sold out of AppFolio (APPF) in Q1 2024, closing a stake of 53 shares — an estimated $9.21K sold.

LM Advisors first reported a position in APPF in Q4 2023 and held it in 1 quarter. The position peaked at $9.21K in Q4 2023. 366 funds tracked by Wall St. Rank hold APPF as of Q1 2024.

  • LM Advisors reported no remaining AppFolio position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 53 AppFolio shares in Q1 2024, an estimated $9.21K.
  • LM Advisors first reported a position in AppFolio in Q4 2023 and held it in 1 quarter.
  • LM Advisors's AppFolio position peaked at $9.21K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held AppFolio as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.