VFA
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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 $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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valeo Financial Advisors's APPF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of AppFolio (APPF) in Q2 2021, closing a stake of 280 shares — an estimated $40K sold.

Valeo Financial Advisors first reported a position in APPF in Q2 2019 and held it in 8 quarters. The position peaked at $58K in Q4 2020. 160 funds tracked by Wall St. Rank hold APPF as of Q2 2021.

  • Valeo Financial Advisors reported no remaining AppFolio position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 280 AppFolio shares in Q2 2021, an estimated $40K.
  • Valeo Financial Advisors first reported a position in AppFolio in Q2 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's AppFolio position peaked at $58K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held AppFolio as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.