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Redwood Wealth Management Group’s AppFolio APPF Stock Holding History

Redwood Wealth Management Group’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
-20
Closed -$4.89K – 214
2024
Q2 		$4.89K Buy
+20
New +$4.66K ﹤0.01% 743

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

Redwood Wealth Management Group's APPF Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of AppFolio (APPF) in Q3 2024, closing a stake of 20 shares — an estimated $4.89K sold.

Redwood Wealth Management Group first reported a position in APPF in Q2 2024 and held it in 1 quarter. The position peaked at $4.89K in Q2 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 20 AppFolio shares in Q3 2024, an estimated $4.89K.
  • Redwood Wealth Management Group first reported a position in AppFolio in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's AppFolio position peaked at $4.89K in Q2 2024.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.