Arete Wealth Advisors’s Appian APPN Stock Holding History

Arete 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
2024 Q4	–	Sell	-8,525	Closed	-$291K	–	748
2024 Q3	$291K	Buy	+8,525	New	+$276K	0.02%	530

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Arete Wealth Advisors's APPN Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Appian (APPN) in Q4 2024, closing a stake of 8,525 shares — an estimated $291K sold.

Arete Wealth Advisors first reported a position in APPN in Q3 2024 and held it in 1 quarter. The position peaked at $291K in Q3 2024. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

Arete Wealth Advisors reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 8,525 Appian shares in Q4 2024, an estimated $291K.
Arete Wealth Advisors first reported a position in Appian in Q3 2024 and held it in 1 quarter.
Arete Wealth Advisors's Appian position peaked at $291K in Q3 2024.
203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.