NewEdge Advisors’s AppFolio APPF Stock Holding History

NewEdge 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 Q3	–	Sell	-903	Closed	-$221K	–	3815
2024 Q2	$221K	Buy	+903	New	+$210K	﹤0.01%	1864
2024 Q1	–	Sell	-36	Closed	-$6.24K	–	3820
2023 Q4	$6.24K	Buy	+36	New	+$6.75K	﹤0.01%	3046
2023 Q1	–	Sell	-1	Closed	-$105	–	3445
2022 Q4	$105	Buy	+1	New	+$111	﹤0.01%	3367

Other funds holding APPF

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Advisors's APPF Position: Q3 2024 in Review

NewEdge Advisors sold out of AppFolio (APPF) in Q3 2024, closing a stake of 903 shares — an estimated $221K sold.

NewEdge Advisors first reported a position in APPF in Q4 2022 and held it in 3 quarters. The position peaked at $221K in Q2 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

NewEdge Advisors reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
NewEdge Advisors sold 903 AppFolio shares in Q3 2024, an estimated $221K.
NewEdge Advisors first reported a position in AppFolio in Q4 2022 and held it in 3 quarters.
NewEdge Advisors's AppFolio position peaked at $221K in Q2 2024.
384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.