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Appfolio shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $503k 2.0k 246.70

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding Appfolio

Vanguard Group
Fred Alger Management
Gilder, Gagnon, Howe & Co
Df Dent & Co
New York State Common Retirement Fund
Jennifer Ranahan
Nellore Capital Management
T. Rowe Price Associates
Lord, Abbett & Co
Norges Bank Investment Management
Bank of New York Mellon
Zeno Equity Partners
Millennium Management
Charles Schwab Investment Management
Citadel Advisors

View all funds holding Appfolio