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Atria Wealth Solutions’s Appian APPN Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-4,680
Closed -$213K – 1928
2023
Q3 		$213K Buy
+4,680
New +$224K ﹤0.01% 1659
2022
Q2 		– Sell
-4,363
Closed -$265K – 1637
2022
Q1 		$265K Buy
+4,363
New +$248K ﹤0.01% 1384

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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Atria Wealth Solutions's APPN Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Appian (APPN) in Q4 2023, closing a stake of 4,680 shares — an estimated $213K sold.

Atria Wealth Solutions first reported a position in APPN in Q1 2022 and held it in 2 quarters. The position peaked at $265K in Q1 2022. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,680 Appian shares in Q4 2023, an estimated $213K.
  • Atria Wealth Solutions first reported a position in Appian in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Appian position peaked at $265K in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.