TFP
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Tilia Fiduciary Partners’s AppFolio APPF Stock Holding History

Tilia Fiduciary Partners’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
Q1 		– Sell
-50
Closed -$5.27K – 518
2022
Q4 		$5.27K Hold
50
– – 0.01% 404
2022
Q3 		$6K Hold
50
– – 0.01% 406
2022
Q2 		$5K Hold
50
– – ﹤0.01% 428
2022
Q1 		$6K Hold
50
– – 0.01% 434
2021
Q4 		$6K Buy
+50
New +$6.34K ﹤0.01% 448

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Tilia Fiduciary Partners's APPF Position: Q1 2023 in Review

Tilia Fiduciary Partners sold out of AppFolio (APPF) in Q1 2023, closing a stake of 50 shares — an estimated $5.27K sold.

Tilia Fiduciary Partners first reported a position in APPF in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q3 2022. 192 funds tracked by Wall St. Rank hold APPF as of Q1 2023.

  • Tilia Fiduciary Partners reported no remaining AppFolio position as of Q1 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 50 AppFolio shares in Q1 2023, an estimated $5.27K.
  • Tilia Fiduciary Partners first reported a position in AppFolio in Q4 2021 and held it in 5 quarters.
  • Tilia Fiduciary Partners's AppFolio position peaked at $6K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held AppFolio as of Q1 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2023, filed 10 May 2023.