TCI Wealth Advisors’s AppFolio APPF Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-43	Closed	-$5.35K	–	331
2023 Q1	$5.35K	Hold	43	–	–	﹤0.01%	1476
2022 Q4	$4.53K	Hold	43	–	–	﹤0.01%	1593
2022 Q3	$5K	Hold	43	–	–	﹤0.01%	1414
2022 Q2	$4K	Buy	+43	New	+$4.34K	﹤0.01%	1584
2022 Q1	–	Sell	-50	Closed	-$6K	–	2212
2021 Q4	$6K	Buy	50 +21	+72%	+$2.66K	﹤0.01%	1494
2021 Q3	$3K	Sell	29 -21	-42%	-$2.73K	﹤0.01%	1896
2021 Q2	$7K	Buy	50 +22	+79%	+$3.06K	﹤0.01%	1178
2021 Q1	$4K	Buy	+28	New	+$4.35K	﹤0.01%	1337

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

TCI Wealth Advisors's APPF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of AppFolio (APPF) in Q2 2023, closing a stake of 43 shares — an estimated $5.35K sold.

TCI Wealth Advisors first reported a position in APPF in Q1 2021 and held it in 8 quarters. The position peaked at $7K in Q2 2021. 214 funds tracked by Wall St. Rank hold APPF as of Q2 2023.

TCI Wealth Advisors reported no remaining AppFolio position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 43 AppFolio shares in Q2 2023, an estimated $5.35K.
TCI Wealth Advisors first reported a position in AppFolio in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's AppFolio position peaked at $7K in Q2 2021.
214 funds tracked by Wall St. Rank held AppFolio as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.