Current Value of Holding

$3.95 Million

Shares

16 Thousand

% of Portfolio

0.02%

Average Buy Price

$149

Avg closing price
Price range

3 Ray Dalio Appfolio Trades

Ray Dalio acquired 16 Thousand Appfolio shares worth $3.95 Million. That's 0.02% of their equity portfolio (399th largest holding). The first Appfolio trade was made in Q2 2023. Since then Ray Dalio bought shares one more times and sold shares on one occasions. The stake costed the investor $2.38 Million, netting the investor a gain of 66% so far.

Avg closing price
Price range
Increased shares by 10.1% (+1.46 Thousand shares) Q4 2023
Avg closing price $187.35
Price range $173.16 - $210.98
Sold 11.3% shares (-1.84 Thousand shares) Q3 2023
Avg closing price $181.36
Price range $164.69 - $196.84
New holding (+16.4 Thousand shares) Q2 2023
Avg closing price $145.62
Price range $123.14 - $175.65

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