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Loring Wolcott & Coolidge Fiduciary Advisors’s AppFolio APPF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-34
Closed -$6K – 325
2020
Q4 		$6K Buy
+34
New +$5.44K ﹤0.01% 661

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's APPF Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of AppFolio (APPF) in Q1 2021, closing a stake of 34 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in APPF in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 158 funds tracked by Wall St. Rank hold APPF as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AppFolio position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 34 AppFolio shares in Q1 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AppFolio in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's AppFolio position peaked at $6K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held AppFolio as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.