Almanack Investment Partners’s Appian APPN Stock Holding History

Almanack Investment Partners’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 Q4	–	Sell	-415	Closed	-$17K	–	236
2022 Q3	$17K	Buy	+415	New	+$20.1K	﹤0.01%	395

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

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

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

Almanack Investment Partners's APPN Position: Q4 2022 in Review

Almanack Investment Partners sold out of Appian (APPN) in Q4 2022, closing a stake of 415 shares — an estimated $17K sold.

Almanack Investment Partners first reported a position in APPN in Q3 2022 and held it in 1 quarter. The position peaked at $17K in Q3 2022. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

Almanack Investment Partners reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 415 Appian shares in Q4 2022, an estimated $17K.
Almanack Investment Partners first reported a position in Appian in Q3 2022 and held it in 1 quarter.
Almanack Investment Partners's Appian position peaked at $17K in Q3 2022.
212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.