Opal Wealth Advisors’s AppFolio APPF Stock Holding History

Opal Wealth 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	-50	Closed	-$12.2K	–	250
2024 Q2	$12.2K	Buy	+50	New	+$11.6K	﹤0.01%	620

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

Opal Wealth Advisors's APPF Position: Q3 2024 in Review

Opal Wealth Advisors sold out of AppFolio (APPF) in Q3 2024, closing a stake of 50 shares — an estimated $12.2K sold.

Opal Wealth Advisors first reported a position in APPF in Q2 2024 and held it in 1 quarter. The position peaked at $12.2K in Q2 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

Opal Wealth Advisors reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 50 AppFolio shares in Q3 2024, an estimated $12.2K.
Opal Wealth Advisors first reported a position in AppFolio in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's AppFolio position peaked at $12.2K in Q2 2024.
384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.