APWM
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Atlas Private Wealth Management’s Appian APPN Stock Holding History

Atlas Private Wealth 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
2020
Q3 		– Sell
-145
Closed -$7K – 391
2020
Q2 		$7K Buy
145
+60
+71% +$2.93K 0.01% 354
2020
Q1 		$3K Buy
+85
New +$3.95K ﹤0.01% 386

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's APPN Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Appian (APPN) in Q3 2020, closing a stake of 145 shares — an estimated $7K sold.

Atlas Private Wealth Management first reported a position in APPN in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 214 funds tracked by Wall St. Rank hold APPN as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Appian position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 145 Appian shares in Q3 2020, an estimated $7K.
  • Atlas Private Wealth Management first reported a position in Appian in Q1 2020 and held it in 2 quarters.
  • Atlas Private Wealth Management's Appian position peaked at $7K in Q2 2020.
  • 214 funds tracked by Wall St. Rank held Appian as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.