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Raymond James & Associates’s AppFolio APPF Stock Holding History

Raymond James & Associates’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 		$1.15M Buy
4,878
+803
+20% +$188K ﹤0.01% 2605
2024
Q2 		$997K Buy
4,075
+37
+0.9% +$8.62K ﹤0.01% 2623
2024
Q1 		$996K Buy
4,038
+128
+3% +$27.6K ﹤0.01% 2595
2023
Q4 		$677K Sell
3,910
-569
-13% -$107K ﹤0.01% 2763
2023
Q3 		$818K Sell
4,479
-73
-2% -$13.2K ﹤0.01% 2591
2023
Q2 		$784K Sell
4,552
-133
-3% -$19.4K ﹤0.01% 2636
2023
Q1 		$583K Buy
+4,685
New +$565K ﹤0.01% 2822
2022
Q2 		– Sell
-3,996
Closed -$452K – 4026
2022
Q1 		$452K Sell
3,996
-77
-2% -$8.87K ﹤0.01% 3128
2021
Q4 		$493K Sell
4,073
-210
-5% -$26.6K ﹤0.01% 3091
2021
Q3 		$516K Buy
4,283
+84
+2% +$10.9K ﹤0.01% 3040
2021
Q2 		$593K Sell
4,199
-1,737
-29% -$241K ﹤0.01% 2963
2021
Q1 		$839K Sell
5,936
-700
-11% -$109K ﹤0.01% 2622
2020
Q4 		$1.2M Sell
6,636
-574
-8% -$91.9K ﹤0.01% 2221
2020
Q3 		$1.02M Sell
7,210
-542
-7% -$83.5K ﹤0.01% 2162
2020
Q2 		$1.26M Buy
7,752
+1
+0% +$131 ﹤0.01% 2004
2020
Q1 		$860K Buy
7,751
+117
+2% +$14K ﹤0.01% 2084
2019
Q4 		$839K Sell
7,634
-603
-7% -$61.5K ﹤0.01% 2378
2019
Q3 		$784K Buy
8,237
+1,247
+18% +$124K ﹤0.01% 2337
2019
Q2 		$715K Sell
6,990
-10,072
-59% -$952K ﹤0.01% 2414
2019
Q1 		$1.35M Buy
+17,062
New +$1.14M ﹤0.01% 2018

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 $3.37T 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
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James & Associates's APPF Position: Q3 2024 in Review

Raymond James & Associates increased its AppFolio (APPF) stake by 20% in Q3 2024, buying an estimated $188K and bringing the position to 4,878 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Raymond James & Associates first reported a position in APPF in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.35M in Q1 2019. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • Raymond James & Associates held 4,878 shares of AppFolio worth $1.15M as of Q3 2024.
  • Raymond James & Associates bought 803 AppFolio shares in Q3 2024, an estimated $188K.
  • AppFolio made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2605 holding.
  • Raymond James & Associates first reported a position in AppFolio in Q1 2019 and has held it in 20 quarters since.
  • Raymond James & Associates's AppFolio position peaked at $1.35M in Q1 2019.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.