Avion Wealth’s Appian APPN Stock Holding History

Avion 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
2024 Q2	–	Sell	-14	Closed	-$1K	–	891
2024 Q1	$1K	Buy	+14	New	+$485	﹤0.01%	836
2023 Q3	–	Sell	-14	Closed	–	–	798
2023 Q2	$0	Buy	+14	New	+$590	﹤0.01%	705
2021 Q2	–	Sell	-28	Closed	-$4K	–	378
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	275
2020 Q4	$5K	Hold	28	–	–	﹤0.01%	269
2020 Q3	$2K	Buy	+28	New	+$1.51K	﹤0.01%	265

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

Avion Wealth's APPN Position: Q2 2024 in Review

Avion Wealth sold out of Appian (APPN) in Q2 2024, closing a stake of 14 shares — an estimated $1K sold.

Avion Wealth first reported a position in APPN in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q4 2020. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

Avion Wealth reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
Avion Wealth sold 14 Appian shares in Q2 2024, an estimated $1K.
Avion Wealth first reported a position in Appian in Q3 2020 and held it in 5 quarters.
Avion Wealth's Appian position peaked at $5K in Q4 2020.
194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Avion Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.