NS
APPF icon

NBC Securities’s AppFolio APPF Stock Holding History

NBC Securities’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
Q3 		– Sell
-2,094
Closed -$512K – 2121
2024
Q2 		$512K Sell
2,094
-609
-23% -$142K 0.05% 426
2024
Q1 		$666K Sell
2,703
-176
-6% -$38K 0.06% 356
2023
Q4 		$498K Sell
2,879
-547
-16% -$102K 0.05% 414
2023
Q3 		$625K Buy
+3,426
New +$621K 0.07% 315

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NBC Securities's APPF Position: Q3 2024 in Review

NBC Securities sold out of AppFolio (APPF) in Q3 2024, closing a stake of 2,094 shares — an estimated $512K sold.

NBC Securities first reported a position in APPF in Q3 2023 and held it in 4 quarters. The position peaked at $666K in Q1 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • NBC Securities reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
  • NBC Securities sold 2,094 AppFolio shares in Q3 2024, an estimated $512K.
  • NBC Securities first reported a position in AppFolio in Q3 2023 and held it in 4 quarters.
  • NBC Securities's AppFolio position peaked at $666K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on NBC Securities's 13F filing for Q3 2024, filed 15 Oct 2024.