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YorkBridge Wealth Partners’s AppFolio APPF Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$233K Sell
2,210
-302
-12% -$33.6K 0.06% 229
2022
Q3 		$263K Buy
+2,512
New +$256K 0.07% 222
2022
Q2 		– Sell
-2,773
Closed -$314K – 280
2022
Q1 		$314K Buy
2,773
+1,025
+59% +$118K 0.07% 226
2021
Q4 		$212K Buy
+1,748
New +$222K 0.05% 274

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 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
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 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 $3.37T AUM 44.26% 1-Year Est. Return

YorkBridge Wealth Partners's APPF Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its AppFolio (APPF) stake by 12% in Q4 2022, selling an estimated $33.6K and leaving 2,210 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #229.

YorkBridge Wealth Partners first reported a position in APPF in Q4 2021 and has held it in 4 quarters since. The position peaked at $314K in Q1 2022. 187 funds tracked by Wall St. Rank hold APPF as of Q4 2022.

  • YorkBridge Wealth Partners held 2,210 shares of AppFolio worth $233K as of Q4 2022.
  • YorkBridge Wealth Partners sold 302 AppFolio shares in Q4 2022, an estimated $33.6K.
  • AppFolio made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #229 holding.
  • YorkBridge Wealth Partners first reported a position in AppFolio in Q4 2021 and has held it in 4 quarters since.
  • YorkBridge Wealth Partners's AppFolio position peaked at $314K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held AppFolio as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.