APA
APPN icon

American Portfolios Advisors’s Appian APPN Stock Holding History

American Portfolios 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
2022
Q3 		$82.8K Sell
2,027
-180
-8% -$8.73K ﹤0.01% 1461
2022
Q2 		$105K Hold
2,207
– – ﹤0.01% 1373
2022
Q1 		$134K Sell
2,207
-1,597
-42% -$90.6K ﹤0.01% 1364
2021
Q4 		$248K Sell
3,804
-294
-7% -$24.4K 0.01% 1040
2021
Q3 		$379K Sell
4,098
-400
-9% -$44.3K 0.01% 834
2021
Q2 		$620K Buy
4,498
+740
+20% +$84.1K 0.02% 621
2021
Q1 		$500K Buy
3,758
+1,361
+57% +$241K 0.02% 646
2020
Q4 		$389K Sell
2,397
-200
-8% -$22.4K 0.02% 642
2020
Q3 		$168K Sell
2,597
-884
-25% -$47.8K 0.01% 865
2020
Q2 		$178K Buy
3,481
+1,828
+111% +$89.2K 0.01% 774
2020
Q1 		$66.5K Buy
1,653
+343
+26% +$15.9K 0.01% 1047
2019
Q4 		$50.1K Hold
1,310
– – ﹤0.01% 1342
2019
Q3 		$62.2K Sell
1,310
-860
-40% -$40.3K 0.01% 1194
2019
Q2 		$78.3K Sell
2,170
-40
-2% -$1.37K 0.01% 1091
2019
Q1 		$76.1K Buy
2,210
+300
+16% +$10.1K 0.01% 1002
2018
Q4 		$51K Sell
1,910
-700
-27% -$18.7K 0.01% 996
2018
Q3 		$86.4K Buy
2,610
+1,450
+125% +$49.5K 0.01% 887
2018
Q2 		$41.9K Buy
1,160
+1,100
+1,833% +$34.1K 0.01% 1147
2018
Q1 		$1.51K Buy
+60
New +$1.82K ﹤0.01% 2154

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Portfolios Advisors's APPN Position: Q3 2022 in Review

American Portfolios Advisors reduced its Appian (APPN) stake by 8.2% in Q3 2022, selling an estimated $8.73K and leaving 2,027 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

American Portfolios Advisors first reported a position in APPN in Q1 2018 and has held it in 19 quarters since. The position peaked at $620K in Q2 2021. 237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

  • American Portfolios Advisors held 2,027 shares of Appian worth $82.8K as of Q3 2022.
  • American Portfolios Advisors sold 180 Appian shares in Q3 2022, an estimated $8.73K.
  • Appian made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1461 holding.
  • American Portfolios Advisors first reported a position in Appian in Q1 2018 and has held it in 19 quarters since.
  • American Portfolios Advisors's Appian position peaked at $620K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.