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Proficio Capital Partners’s AppFolio APPF Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-26
Closed -$3K – 224
2019
Q2 		$3K Hold
26
– – ﹤0.01% 1367
2019
Q1 		$2K Buy
+26
New +$1.74K ﹤0.01% 1330

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BCM
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BlackRock
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WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Proficio Capital Partners's APPF Position: Q3 2019 in Review

Proficio Capital Partners sold out of AppFolio (APPF) in Q3 2019, closing a stake of 26 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in APPF in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 130 funds tracked by Wall St. Rank hold APPF as of Q3 2019.

  • Proficio Capital Partners reported no remaining AppFolio position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 26 AppFolio shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in AppFolio in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's AppFolio position peaked at $3K in Q2 2019.
  • 130 funds tracked by Wall St. Rank held AppFolio as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.