Walter & Keenan Wealth Management’s AppFolio APPF Stock Holding History

Walter & Keenan 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
2021 Q3	–	Sell	-2,600	Closed	-$367K	–	152
2021 Q2	$367K	Hold	2,600	–	–	0.13%	105
2021 Q1	$368K	Sell	2,600 -300	-10%	-$46.6K	0.13%	108
2020 Q4	$522K	Hold	2,900	–	–	0.19%	91
2020 Q3	$411K	Sell	2,900 -50	-2%	-$7.7K	0.16%	96
2020 Q2	$480K	Buy	+2,950	New	+$386K	0.19%	93
2020 Q1	–	Sell	-2,950	Closed	-$324K	–	116
2019 Q4	$324K	Hold	2,950	–	–	0.12%	119
2019 Q3	$281K	Hold	2,950	–	–	0.11%	132
2019 Q2	$302K	Hold	2,950	–	–	0.13%	118
2019 Q1	$234K	Buy	+2,950	New	+$197K	0.1%	142

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Walter & Keenan Wealth Management's APPF Position: Q3 2021 in Review

Walter & Keenan Wealth Management sold out of AppFolio (APPF) in Q3 2021, closing a stake of 2,600 shares — an estimated $367K sold.

Walter & Keenan Wealth Management first reported a position in APPF in Q1 2019 and held it in 9 quarters. The position peaked at $522K in Q4 2020. 155 funds tracked by Wall St. Rank hold APPF as of Q3 2021.

Walter & Keenan Wealth Management reported no remaining AppFolio position as of Q3 2021 after selling out during the quarter.
Walter & Keenan Wealth Management sold 2,600 AppFolio shares in Q3 2021, an estimated $367K.
Walter & Keenan Wealth Management first reported a position in AppFolio in Q1 2019 and held it in 9 quarters.
Walter & Keenan Wealth Management's AppFolio position peaked at $522K in Q4 2020.
155 funds tracked by Wall St. Rank held AppFolio as of Q3 2021.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2021, filed 18 Oct 2021.