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Sterling Investment Advisors (Pennsylvania)’s AppFolio APPF Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-86
Closed -$12K – 569
2021
Q2 		$12K Hold
86
– – ﹤0.01% 411
2021
Q1 		$12K Buy
+86
New +$13.4K ﹤0.01% 388

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 $797M AUM 4.79% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
New York State Common Retirement Fund
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s APPF Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of AppFolio (APPF) in Q3 2021, closing a stake of 86 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in APPF in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 155 funds tracked by Wall St. Rank hold APPF as of Q3 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining AppFolio position as of Q3 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 86 AppFolio shares in Q3 2021, an estimated $12K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in AppFolio in Q1 2021 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s AppFolio position peaked at $12K in Q2 2021.
  • 155 funds tracked by Wall St. Rank held AppFolio as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.