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Allegheny Financial Group’s Appian APPN Stock Holding History

Allegheny Financial 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
2023
Q4 		– Sell
-4,480
Closed -$204K – 210
2023
Q3 		$204K Buy
+4,480
New +$215K 0.08% 182
2022
Q3 		– Sell
-4,330
Closed -$205K – 164
2022
Q2 		$205K Hold
4,330
– – 0.1% 151
2022
Q1 		$263K Hold
4,330
– – 0.11% 130
2021
Q4 		$282K Hold
4,330
– – 0.11% 122
2021
Q3 		$401K Hold
4,330
– – 0.18% 83
2021
Q2 		$596K Hold
4,330
– – 0.27% 66
2021
Q1 		$576K Sell
4,330
-591
-12% -$105K 0.42% 45
2020
Q4 		$798K Buy
+4,921
New +$551K 0.43% 40

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allegheny Financial Group's APPN Position: Q4 2023 in Review

Allegheny Financial Group sold out of Appian (APPN) in Q4 2023, closing a stake of 4,480 shares — an estimated $204K sold.

Allegheny Financial Group first reported a position in APPN in Q4 2020 and held it in 8 quarters. The position peaked at $798K in Q4 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Allegheny Financial Group reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Allegheny Financial Group sold 4,480 Appian shares in Q4 2023, an estimated $204K.
  • Allegheny Financial Group first reported a position in Appian in Q4 2020 and held it in 8 quarters.
  • Allegheny Financial Group's Appian position peaked at $798K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Allegheny Financial Group's 13F filing for Q4 2023, filed 8 Feb 2024.