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USA Financial Formulas’s AppFolio APPF Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-92
Closed -$22.7K – 305
2024
Q1 		$22.7K Sell
92
-246
-73% -$53K ﹤0.01% 269
2023
Q4 		$58.6K Buy
+338
New +$63.3K 0.01% 195

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T 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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

USA Financial Formulas's APPF Position: Q2 2024 in Review

USA Financial Formulas sold out of AppFolio (APPF) in Q2 2024, closing a stake of 92 shares — an estimated $22.7K sold.

USA Financial Formulas first reported a position in APPF in Q4 2023 and held it in 2 quarters. The position peaked at $58.6K in Q4 2023. 391 funds tracked by Wall St. Rank hold APPF as of Q2 2024.

  • USA Financial Formulas reported no remaining AppFolio position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 92 AppFolio shares in Q2 2024, an estimated $22.7K.
  • USA Financial Formulas first reported a position in AppFolio in Q4 2023 and held it in 2 quarters.
  • USA Financial Formulas's AppFolio position peaked at $58.6K in Q4 2023.
  • 391 funds tracked by Wall St. Rank held AppFolio as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.