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Appfolio shares owned by Poinciana Advisors Group

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Poinciana Advisors Group from 13F filings

Historical chart of Poinciana Advisors Group investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by Poinciana Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Poinciana Advisors Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $246k 995 246.72

More positions owned by Poinciana Advisors Group

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Poinciana Advisors Group

Top funds holding Appfolio

Vanguard Group
BlackRock
Ashe Capital Management
Principal Financial Group
State Street Corporation
Kayne Anderson Rudnick Investment Management
William Blair Investment Management
Gilder, Gagnon, Howe & Co
FMR
Nellore Capital Management
Geode Capital Management
Df Dent & Co
Invesco
Morgan Stanley
Brown Capital Management

View all funds holding Appfolio