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Meitav Investment House’s AppFolio APPF Stock Holding History

Meitav Investment House’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
-1,211
Closed -$218K – 387
2020
Q4 		$218K Buy
+1,211
New +$194K 0.01% 389
2020
Q2 		– Sell
-2,087
Closed -$232K – 386
2020
Q1 		$232K Sell
2,087
-602
-22% -$71.8K 0.02% 324
2019
Q4 		$296K Sell
2,689
-498
-16% -$50.8K 0.02% 328
2019
Q3 		$301K Sell
3,187
-550
-15% -$54.7K 0.02% 335
2019
Q2 		$375K Buy
+3,737
New +$353K 0.02% 284

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 $931M AUM 4.95% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
WEO
William E. Oberndorf $55M AUM 15.01% 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 $9.69B AUM 55.7% 1-Year Est. Return

Meitav Investment House's APPF Position: Q1 2021 in Review

Meitav Investment House sold out of AppFolio (APPF) in Q1 2021, closing a stake of 1,211 shares — an estimated $218K sold.

Meitav Investment House first reported a position in APPF in Q2 2019 and held it in 5 quarters. The position peaked at $375K in Q2 2019. 158 funds tracked by Wall St. Rank hold APPF as of Q1 2021.

  • Meitav Investment House reported no remaining AppFolio position as of Q1 2021 after selling out during the quarter.
  • Meitav Investment House sold 1,211 AppFolio shares in Q1 2021, an estimated $218K.
  • Meitav Investment House first reported a position in AppFolio in Q2 2019 and held it in 5 quarters.
  • Meitav Investment House's AppFolio position peaked at $375K in Q2 2019.
  • 158 funds tracked by Wall St. Rank held AppFolio as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.