WFA
APPF icon

Wipfli Financial Advisors’s AppFolio APPF Stock Holding History

Wipfli 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
2022
Q3 		$4K Buy
+41
New +$4.18K ﹤0.01% 2118

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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's APPF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in AppFolio (APPF) in Q3 2022: 41 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings.

163 funds tracked by Wall St. Rank hold APPF as of Q3 2022.

  • Wipfli Financial Advisors held 41 shares of AppFolio worth $4K as of Q3 2022.
  • AppFolio was a new Wipfli Financial Advisors position in Q3 2022.
  • AppFolio made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2118 holding.
  • 163 funds tracked by Wall St. Rank held AppFolio as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.