AIM
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Anchor Investment Management’s Appian APPN Stock Holding History

Anchor Investment Management’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
-150
Closed -$7.14K – 972
2023
Q2 		$7.14K Hold
150
– – ﹤0.01% 786
2023
Q1 		$6.66K Hold
150
– – ﹤0.01% 794
2022
Q4 		$4.88K Hold
150
– – ﹤0.01% 798
2022
Q3 		$6.13K Hold
150
– – ﹤0.01% 773
2022
Q2 		$7.1K Hold
150
– – ﹤0.01% 775
2022
Q1 		$9.12K Hold
150
– – ﹤0.01% 769
2021
Q4 		$9.78K Buy
+150
New +$12.5K ﹤0.01% 791

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
Baillie Gifford & Co
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's APPN Position: Q3 2023 in Review

Anchor Investment Management sold out of Appian (APPN) in Q3 2023, closing a stake of 150 shares — an estimated $7.14K sold.

Anchor Investment Management first reported a position in APPN in Q4 2021 and held it in 7 quarters. The position peaked at $9.78K in Q4 2021. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

  • Anchor Investment Management reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
  • Anchor Investment Management sold 150 Appian shares in Q3 2023, an estimated $7.14K.
  • Anchor Investment Management first reported a position in Appian in Q4 2021 and held it in 7 quarters.
  • Anchor Investment Management's Appian position peaked at $9.78K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.