AssetMark Inc’s Appian APPN Stock Holding History

AssetMark Inc’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 Q2	–	Sell	-4	Closed	-$160	–	2102
2024 Q1	$160	Buy	+4	New	+$139	﹤0.01%	1803

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

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

AssetMark Inc's APPN Position: Q2 2024 in Review

AssetMark Inc sold out of Appian (APPN) in Q2 2024, closing a stake of 4 shares — an estimated $160 sold.

AssetMark Inc first reported a position in APPN in Q1 2024 and held it in 1 quarter. The position peaked at $160 in Q1 2024. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

AssetMark Inc reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
AssetMark Inc sold 4 Appian shares in Q2 2024, an estimated $160.
AssetMark Inc first reported a position in Appian in Q1 2024 and held it in 1 quarter.
AssetMark Inc's Appian position peaked at $160 in Q1 2024.
194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on AssetMark Inc's 13F filing for Q2 2024, filed 13 Aug 2024.