AWA
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Arkadios Wealth Advisors’s Appian APPN Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-170
Closed -$15K – 641
2021
Q3 		$15K Hold
170
– – ﹤0.01% 1308
2021
Q2 		$23K Buy
+170
New +$19.3K ﹤0.01% 1214
2021
Q1 		– Sell
-32
Closed -$5K – 1635
2020
Q4 		$5K Buy
+32
New +$3.58K ﹤0.01% 1105

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's APPN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Appian (APPN) in Q4 2021, closing a stake of 170 shares — an estimated $15K sold.

Arkadios Wealth Advisors first reported a position in APPN in Q4 2020 and held it in 3 quarters. The position peaked at $23K in Q2 2021. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 170 Appian shares in Q4 2021, an estimated $15K.
  • Arkadios Wealth Advisors first reported a position in Appian in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Appian position peaked at $23K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.