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Wealthcare Advisory Partners’s AppFolio APPF Stock Holding History

Wealthcare Advisory Partners’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
-40
Closed -$6K – 623
2021
Q1 		$6K Buy
+40
New +$6.21K ﹤0.01% 1578
2020
Q2 		– Sell
-40
Closed -$4K – 373
2020
Q1 		$4K Hold
40
– – ﹤0.01% 1138
2019
Q4 		$4K Hold
40
– – ﹤0.01% 1127
2019
Q3 		$4K Buy
+40
New +$3.98K ﹤0.01% 1094

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

Wealthcare Advisory Partners's APPF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of AppFolio (APPF) in Q2 2021, closing a stake of 40 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in APPF in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 160 funds tracked by Wall St. Rank hold APPF as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining AppFolio position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 40 AppFolio shares in Q2 2021, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in AppFolio in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's AppFolio position peaked at $6K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held AppFolio as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.