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Adalta Capital Management’s Appian APPN Stock Holding History

Adalta Capital Management’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,160
Closed -$206K – 100
2021
Q4 		$206K Hold
3,160
– – 0.1% 74
2021
Q3 		$292K Sell
3,160
-95
-3% -$10.5K 0.16% 59
2021
Q2 		$448K Buy
3,255
+530
+19% +$60.2K 0.24% 52
2021
Q1 		$362K Sell
2,725
-285
-9% -$50.4K 0.21% 51
2020
Q4 		$488K Sell
3,010
-1,240
-29% -$139K 0.31% 41
2020
Q3 		$275K Sell
4,250
-600
-12% -$32.5K 0.2% 50
2020
Q2 		$249K Buy
+4,850
New +$237K 0.2% 48
2020
Q1 		– Sell
-5,350
Closed -$204K – 65
2019
Q4 		$204K Sell
5,350
-275
-5% -$11.9K 0.13% 69
2019
Q3 		$267K Buy
+5,625
New +$263K 0.18% 68

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adalta Capital Management's APPN Position: Q1 2022 in Review

Adalta Capital Management sold out of Appian (APPN) in Q1 2022, closing a stake of 3,160 shares — an estimated $206K sold.

Adalta Capital Management first reported a position in APPN in Q3 2019 and held it in 9 quarters. The position peaked at $488K in Q4 2020. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

  • Adalta Capital Management reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
  • Adalta Capital Management sold 3,160 Appian shares in Q1 2022, an estimated $206K.
  • Adalta Capital Management first reported a position in Appian in Q3 2019 and held it in 9 quarters.
  • Adalta Capital Management's Appian position peaked at $488K in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on Adalta Capital Management's 13F filing for Q1 2022, filed 15 Jun 2022.