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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 $500M AUM 25.3% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's APPF Position: Q2 2021 in Review

Sowell Financial Services sold out of AppFolio (APPF) in Q2 2021, closing a stake of 81 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in APPF in Q3 2019 and held it in 7 quarters. The position peaked at $76K in Q4 2019. 160 funds tracked by Wall St. Rank hold APPF as of Q2 2021.

  • Sowell Financial Services reported no remaining AppFolio position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 81 AppFolio shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in AppFolio in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's AppFolio position peaked at $76K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held AppFolio as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.