VFA
APPF icon

Valeo Financial Advisors’s AppFolio APPF Stock Holding History

Valeo 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
2021
Q2 		– Sell
-280
Closed -$40K – 593
2021
Q1 		$40K Sell
280
-41
-13% -$6.37K ﹤0.01% 952
2020
Q4 		$58K Hold
321
– – ﹤0.01% 718
2020
Q3 		$46K Hold
321
– – ﹤0.01% 688
2020
Q2 		$52K Buy
321
+113
+54% +$14.8K ﹤0.01% 706
2020
Q1 		$21K Sell
208
-28
-12% -$3.34K ﹤0.01% 876
2019
Q4 		$26K Buy
236
+83
+54% +$8.46K ﹤0.01% 856
2019
Q3 		$15K Buy
153
+86
+128% +$8.55K ﹤0.01% 916
2019
Q2 		$7K Buy
+67
New +$6.33K ﹤0.01% 1106

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $266M AUM 6.08% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return