MA
APPF icon

MCF Advisors’s AppFolio APPF Stock Holding History

MCF 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
Q4 		– Sell
-26
Closed -$6.12K – 995
2024
Q3 		$6.12K Sell
26
-11
-30% -$2.57K ﹤0.01% 718
2024
Q2 		$9.05K Buy
37
+5
+16% +$1.17K ﹤0.01% 662
2024
Q1 		$7.9K Sell
32
-8
-20% -$1.73K ﹤0.01% 654
2023
Q4 		$6.93K Buy
40
+4
+11% +$749 ﹤0.01% 634
2023
Q3 		$6.58K Buy
36
+15
+71% +$2.72K ﹤0.01% 630
2023
Q2 		$3.62K Buy
+21
New +$3.06K ﹤0.01% 657

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return