Atwood & Palmer’s Appian APPN Stock Holding History

Atwood & Palmer’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	-5	Closed	-$229	–	403
2023 Q3	$229	Buy	+5	New	+$240	﹤0.01%	395

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atwood & Palmer's APPN Position: Q4 2023 in Review

Atwood & Palmer sold out of Appian (APPN) in Q4 2023, closing a stake of 5 shares — an estimated $229 sold.

Atwood & Palmer first reported a position in APPN in Q3 2023 and held it in 1 quarter. The position peaked at $229 in Q3 2023. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Atwood & Palmer reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 5 Appian shares in Q4 2023, an estimated $229.
Atwood & Palmer first reported a position in Appian in Q3 2023 and held it in 1 quarter.
Atwood & Palmer's Appian position peaked at $229 in Q3 2023.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.