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Moran Wealth Management’s AppFolio APPF Stock Holding History

Moran Wealth Management’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
-40,341
Closed -$9.5M – 414
2024
Q3 		$9.5M Buy
40,341
+858
+2% +$201K 0.29% 107
2024
Q2 		$9.66M Buy
39,483
+3,581
+10% +$834K 0.32% 106
2024
Q1 		$8.86M Buy
+35,902
New +$7.74M 0.29% 118

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's APPF Position: Q4 2024 in Review

Moran Wealth Management sold out of AppFolio (APPF) in Q4 2024, closing a stake of 40,341 shares — an estimated $9.5M sold.

Moran Wealth Management first reported a position in APPF in Q1 2024 and held it in 3 quarters. The position peaked at $9.66M in Q2 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

  • Moran Wealth Management reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 40,341 AppFolio shares in Q4 2024, an estimated $9.5M.
  • Moran Wealth Management first reported a position in AppFolio in Q1 2024 and held it in 3 quarters.
  • Moran Wealth Management's AppFolio position peaked at $9.66M in Q2 2024.
  • 388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.