Advisor Group’s Appian APPN Stock Holding History

Advisor Group’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
2019 Q4	$175K	Sell	4,598 -1,167	-20%	-$50.3K	﹤0.01%	2501
2019 Q3	$274K	Buy	5,765 +1,399	+32%	+$65.5K	﹤0.01%	2082
2019 Q2	$158K	Sell	4,366 -194	-4%	-$6.64K	﹤0.01%	2498
2019 Q1	$157K	Buy	4,560 +1,801	+65%	+$60.8K	﹤0.01%	2477
2018 Q4	$74K	Buy	2,759 +300	+12%	+$8.01K	﹤0.01%	2887
2018 Q3	$81K	Buy	2,459 +2,168	+745%	+$74K	﹤0.01%	2904
2018 Q2	$10K	Buy	291 +155	+114%	+$4.81K	﹤0.01%	4062
2018 Q1	$3K	Hold	136	–	–	﹤0.01%	4555
2017 Q4	$4K	Buy	+136	New	+$3.14K	﹤0.01%	4479

Other funds holding APPN

ACA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Advisor Group's APPN Position: Q4 2019 in Review

Advisor Group reduced its Appian (APPN) stake by 20% in Q4 2019, selling an estimated $50.3K and leaving 4,598 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

Advisor Group first reported a position in APPN in Q4 2017 and has held it in 9 quarters since. The position peaked at $274K in Q3 2019. 159 funds tracked by Wall St. Rank hold APPN as of Q4 2019.

Advisor Group held 4,598 shares of Appian worth $175K as of Q4 2019.
Advisor Group sold 1,167 Appian shares in Q4 2019, an estimated $50.3K.
Appian made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2501 holding.
Advisor Group first reported a position in Appian in Q4 2017 and has held it in 9 quarters since.
Advisor Group's Appian position peaked at $274K in Q3 2019.
159 funds tracked by Wall St. Rank held Appian as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.