PTC
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Petrus Trust Company’s AppFolio APPF Stock Holding History

Petrus Trust Company’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
Q2 		– Sell
-897
Closed -$221K – 586
2024
Q1 		$221K Sell
897
-1,528
-63% -$330K 0.02% 550
2023
Q4 		$420K Sell
2,425
-466
-16% -$87.3K 0.04% 300
2023
Q3 		$528K Buy
+2,891
New +$524K 0.06% 161

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Petrus Trust Company's APPF Position: Q2 2024 in Review

Petrus Trust Company sold out of AppFolio (APPF) in Q2 2024, closing a stake of 897 shares — an estimated $221K sold.

Petrus Trust Company first reported a position in APPF in Q3 2023 and held it in 3 quarters. The position peaked at $528K in Q3 2023. 391 funds tracked by Wall St. Rank hold APPF as of Q2 2024.

  • Petrus Trust Company reported no remaining AppFolio position as of Q2 2024 after selling out during the quarter.
  • Petrus Trust Company sold 897 AppFolio shares in Q2 2024, an estimated $221K.
  • Petrus Trust Company first reported a position in AppFolio in Q3 2023 and held it in 3 quarters.
  • Petrus Trust Company's AppFolio position peaked at $528K in Q3 2023.
  • 391 funds tracked by Wall St. Rank held AppFolio as of Q2 2024.

Based on Petrus Trust Company's 13F filing for Q2 2024, filed 14 Aug 2024.