Amplius Wealth Advisors’s Appian APPN Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-265	Closed	-$17K	–	219
2021 Q4	$17K	Buy	+265	New	+$22K	﹤0.01%	488

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

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

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's APPN Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Appian (APPN) in Q1 2022, closing a stake of 265 shares — an estimated $17K sold.

Amplius Wealth Advisors first reported a position in APPN in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

Amplius Wealth Advisors reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 265 Appian shares in Q1 2022, an estimated $17K.
Amplius Wealth Advisors first reported a position in Appian in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Appian position peaked at $17K in Q4 2021.
269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.