VWM
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Venturi Wealth Management’s AppFolio APPF Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-400
Closed -$98.7K – 639
2024
Q4 		$98.7K Buy
+400
New +$93.6K ﹤0.01% 786

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Venturi Wealth Management's APPF Position: Q1 2025 in Review

Venturi Wealth Management sold out of AppFolio (APPF) in Q1 2025, closing a stake of 400 shares — an estimated $98.7K sold.

Venturi Wealth Management first reported a position in APPF in Q4 2024 and held it in 1 quarter. The position peaked at $98.7K in Q4 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

  • Venturi Wealth Management reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 400 AppFolio shares in Q1 2025, an estimated $98.7K.
  • Venturi Wealth Management first reported a position in AppFolio in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's AppFolio position peaked at $98.7K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.