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Turtle Creek Wealth Advisors’s AppFolio APPF Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-14
Closed -$2.42K – 238
2023
Q4 		$2.42K Buy
+14
New +$2.62K ﹤0.01% 753

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
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
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Turtle Creek Wealth Advisors's APPF Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of AppFolio (APPF) in Q1 2024, closing a stake of 14 shares — an estimated $2.42K sold.

Turtle Creek Wealth Advisors first reported a position in APPF in Q4 2023 and held it in 1 quarter. The position peaked at $2.42K in Q4 2023. 366 funds tracked by Wall St. Rank hold APPF as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining AppFolio position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 14 AppFolio shares in Q1 2024, an estimated $2.42K.
  • Turtle Creek Wealth Advisors first reported a position in AppFolio in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's AppFolio position peaked at $2.42K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held AppFolio as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.