Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
AppFolio
APPF
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-81
Closed
-$11K
–
637
2021
Q1
$11K
Sell
81
-58
-42%
-$9.01K
﹤0.01%
2264
2020
Q4
$25K
Sell
139
-2
-1%
-$320
﹤0.01%
1636
2020
Q3
$20K
Buy
141
+29
+26%
+$4.47K
﹤0.01%
1554
2020
Q2
$18K
Sell
112
-410
-79%
-$53.7K
﹤0.01%
1487
2020
Q1
$58K
Sell
522
-168
-24%
-$20K
﹤0.01%
1005
2019
Q4
$76K
Buy
690
+578
+516%
+$58.9K
0.01%
989
2019
Q3
$11K
Buy
+112
New
+$11.1K
﹤0.01%
1491
Other funds holding APPF
BCM
Brown Capital Management
Baltimore, Maryland
$704M AUM
6.25%
1-Year Est. Return
ACM
Ashe Capital Management
Englewood Cliffs, New Jersey
$797M AUM
4.79%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos
Rio De Janeiro, Brazil
$266M AUM
6.08%
1-Year Est. Return
New York State Common Retirement Fund
Albany, New York
$71.6B AUM
29.66%
1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co
New York
$8.34B AUM
46.58%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close