Mountain Capital Investment Advisors’s AppFolio APPF Stock Holding History

Mountain Capital Investment 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
2022 Q1	–	Sell	-6,038	Closed	-$749K	–	91
2021 Q4	$749K	Buy	6,038 +764	+14%	+$96.8K	0.34%	94
2021 Q3	$678K	Buy	5,274 +254	+5%	+$33K	0.36%	96
2021 Q2	$671K	Sell	5,020 -258	-5%	-$35.8K	0.31%	94
2021 Q1	$760K	Buy	5,278 +870	+20%	+$135K	0.38%	98
2020 Q4	$706K	Buy	+4,408	New	+$705K	0.43%	82

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Mountain Capital Investment Advisors's APPF Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of AppFolio (APPF) in Q1 2022, closing a stake of 6,038 shares — an estimated $749K sold.

Mountain Capital Investment Advisors first reported a position in APPF in Q4 2020 and held it in 5 quarters. The position peaked at $760K in Q1 2021. 174 funds tracked by Wall St. Rank hold APPF as of Q1 2022.

Mountain Capital Investment Advisors reported no remaining AppFolio position as of Q1 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 6,038 AppFolio shares in Q1 2022, an estimated $749K.
Mountain Capital Investment Advisors first reported a position in AppFolio in Q4 2020 and held it in 5 quarters.
Mountain Capital Investment Advisors's AppFolio position peaked at $760K in Q1 2021.
174 funds tracked by Wall St. Rank held AppFolio as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.