Total Clarity Wealth Management’s AppFolio APPF Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-220	Closed	-$20K	–	258
2022 Q2	$20K	Buy	+220	New	+$22.2K	0.01%	546
2022 Q1	–	Sell	-220	Closed	-$27K	–	249
2021 Q4	$27K	Hold	220	–	–	0.01%	507
2021 Q3	$26K	Buy	+220	New	+$28.6K	0.01%	507
2021 Q2	–	Sell	-220	Closed	-$31K	–	220
2021 Q1	$31K	Buy	+220	New	+$34.2K	0.02%	393

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 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

BlackRock New York $6.73T AUM 46.02% 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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Total Clarity Wealth Management's APPF Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of AppFolio (APPF) in Q3 2022, closing a stake of 220 shares — an estimated $20K sold.

Total Clarity Wealth Management first reported a position in APPF in Q1 2021 and held it in 4 quarters. The position peaked at $31K in Q1 2021. 162 funds tracked by Wall St. Rank hold APPF as of Q3 2022.

Total Clarity Wealth Management reported no remaining AppFolio position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 220 AppFolio shares in Q3 2022, an estimated $20K.
Total Clarity Wealth Management first reported a position in AppFolio in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's AppFolio position peaked at $31K in Q1 2021.
162 funds tracked by Wall St. Rank held AppFolio as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.