United Capital Financial Advisors’s AppFolio APPF Stock Holding History

United Capital Financial 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	-5,051	Closed	-$629K	–	895
2023 Q1	$629K	Sell	5,051 -2,290	-31%	-$276K	﹤0.01%	681
2022 Q4	$774K	Buy	7,341 +3	+0%	+$334	﹤0.01%	675
2022 Q3	$768K	Hold	7,338	–	–	﹤0.01%	666
2022 Q2	$665K	Sell	7,338 -100	-1%	-$10.1K	﹤0.01%	726
2022 Q1	$842K	Hold	7,438	–	–	﹤0.01%	706
2021 Q4	$900K	Hold	7,438	–	–	﹤0.01%	700
2021 Q3	$896K	Sell	7,438 -7	-0.1%	-$909	﹤0.01%	703
2021 Q2	$1.05M	Sell	7,445 -50	-0.7%	-$6.94K	0.01%	685
2021 Q1	$1.06M	Sell	7,495 -193	-3%	-$30K	0.01%	653
2020 Q4	$1.38M	Buy	7,688 +150	+2%	+$24K	0.01%	593
2020 Q3	$1.07M	Hold	7,538	–	–	0.01%	643
2020 Q2	$1.23M	Buy	7,538 +200	+3%	+$26.2K	0.01%	608
2020 Q1	$814K	Sell	7,338 -3,500	-32%	-$417K	0.01%	686
2019 Q4	$1.19M	Hold	10,838	–	–	0.01%	722
2019 Q3	$1.03M	Hold	10,838	–	–	0.01%	740
2019 Q2	$1.11M	Hold	10,838	–	–	0.01%	781
2019 Q1	$861K	Hold	10,838	–	–	0.01%	814
2018 Q4	$642K	Hold	10,838	–	–	0.01%	831
2018 Q3	$850K	Buy	10,838 +2,700	+33%	+$204K	0.01%	825
2018 Q2	$498K	Buy	8,138 +17	+0.2%	+$926	﹤0.01%	945
2018 Q1	$332K	Buy	+8,121	New	+$338K	﹤0.01%	1059

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 $3.38T 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

DDC

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

United Capital Financial Advisors's APPF Position: Q2 2023 in Review

United Capital Financial Advisors sold out of AppFolio (APPF) in Q2 2023, closing a stake of 5,051 shares — an estimated $629K sold.

United Capital Financial Advisors first reported a position in APPF in Q1 2018 and held it in 21 quarters. The position peaked at $1.38M in Q4 2020. 214 funds tracked by Wall St. Rank hold APPF as of Q2 2023.

United Capital Financial Advisors reported no remaining AppFolio position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 5,051 AppFolio shares in Q2 2023, an estimated $629K.
United Capital Financial Advisors first reported a position in AppFolio in Q1 2018 and held it in 21 quarters.
United Capital Financial Advisors's AppFolio position peaked at $1.38M in Q4 2020.
214 funds tracked by Wall St. Rank held AppFolio as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.