AdvisorShares Investments’s Appian APPN Stock Holding History

AdvisorShares Investments’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 Q3	–	Sell	-7,030	Closed	-$335K	–	241
2023 Q2	$335K	Buy	+7,030	New	+$296K	0.1%	166

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

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

HRCM

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

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

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

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

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

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

AdvisorShares Investments's APPN Position: Q3 2023 in Review

AdvisorShares Investments sold out of Appian (APPN) in Q3 2023, closing a stake of 7,030 shares — an estimated $335K sold.

AdvisorShares Investments first reported a position in APPN in Q2 2023 and held it in 1 quarter. The position peaked at $335K in Q2 2023. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

AdvisorShares Investments reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
AdvisorShares Investments sold 7,030 Appian shares in Q3 2023, an estimated $335K.
AdvisorShares Investments first reported a position in Appian in Q2 2023 and held it in 1 quarter.
AdvisorShares Investments's Appian position peaked at $335K in Q2 2023.
202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on AdvisorShares Investments's 13F filing for Q3 2023, filed 6 Nov 2023.