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Ashton Thomas Private Wealth’s Appian APPN Stock Holding History

Ashton Thomas Private Wealth’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
-5,650
Closed -$269K – 565
2023
Q2 		$269K Buy
+5,650
New +$238K 0.02% 500

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

Ashton Thomas Private Wealth's APPN Position: Q3 2023 in Review

Ashton Thomas Private Wealth sold out of Appian (APPN) in Q3 2023, closing a stake of 5,650 shares — an estimated $269K sold.

Ashton Thomas Private Wealth first reported a position in APPN in Q2 2023 and held it in 1 quarter. The position peaked at $269K in Q2 2023. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

  • Ashton Thomas Private Wealth reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 5,650 Appian shares in Q3 2023, an estimated $269K.
  • Ashton Thomas Private Wealth first reported a position in Appian in Q2 2023 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Appian position peaked at $269K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2023, filed 22 Apr 2024.