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Prio Wealth Limited Partnership’s AppFolio APPF Stock Holding History

Prio Wealth Limited Partnership’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 		$235K Hold
1,000
– – 0.01% 249
2024
Q2 		$245K Hold
1,000
– – 0.01% 234
2024
Q1 		$247K Buy
+1,000
New +$216K 0.01% 248

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prio Wealth Limited Partnership's APPF Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its AppFolio (APPF) position steady in Q3 2024 at 1,000 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #249.

Prio Wealth Limited Partnership first reported a position in APPF in Q1 2024 and has held it in 3 quarters since. The position peaked at $247K in Q1 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • Prio Wealth Limited Partnership held 1,000 shares of AppFolio worth $235K as of Q3 2024.
  • Prio Wealth Limited Partnership left its AppFolio share count unchanged in Q3 2024.
  • AppFolio made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #249 holding.
  • Prio Wealth Limited Partnership first reported a position in AppFolio in Q1 2024 and has held it in 3 quarters since.
  • Prio Wealth Limited Partnership's AppFolio position peaked at $247K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.