Addison Advisors’s Appian APPN Stock Holding History

Addison Advisors’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
2023 Q4	–	Sell	-150	Closed	-$6.84K	–	707
2023 Q3	$6.84K	Hold	150	–	–	﹤0.01%	519
2023 Q2	$7.14K	Hold	150	–	–	﹤0.01%	507
2023 Q1	$6.66K	Hold	150	–	–	﹤0.01%	492
2022 Q4	$4.88K	Hold	150	–	–	﹤0.01%	503
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	482
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	466
2022 Q1	$9K	Buy	+150	New	+$8.51K	﹤0.01%	487

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Addison Advisors's APPN Position: Q4 2023 in Review

Addison Advisors sold out of Appian (APPN) in Q4 2023, closing a stake of 150 shares — an estimated $6.84K sold.

Addison Advisors first reported a position in APPN in Q1 2022 and held it in 7 quarters. The position peaked at $9K in Q1 2022. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Addison Advisors reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Addison Advisors sold 150 Appian shares in Q4 2023, an estimated $6.84K.
Addison Advisors first reported a position in Appian in Q1 2022 and held it in 7 quarters.
Addison Advisors's Appian position peaked at $9K in Q1 2022.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Addison Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.