Avior Wealth Management’s Appian APPN Stock Holding History

Avior 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
2025 Q1	–	Sell	-126	Closed	-$4.16K	–	826
2024 Q4	$4.16K	Buy	+126	New	+$4.5K	﹤0.01%	1926
2024 Q2	–	Sell	-8	Closed	-$319	–	2341
2024 Q1	$319	Buy	+8	New	+$277	﹤0.01%	2705
2023 Q2	–	Sell	-100	Closed	-$4.44K	–	1565
2023 Q1	$4.44K	Hold	100	–	–	﹤0.01%	1236
2022 Q4	$3.26K	Hold	100	–	–	﹤0.01%	1003
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	948
2022 Q2	$4K	Sell	100 -127	-56%	-$6.38K	﹤0.01%	870
2022 Q1	$13K	Sell	227 -30	-12%	-$1.7K	﹤0.01%	786
2021 Q4	$16K	Hold	257	–	–	﹤0.01%	740
2021 Q3	$23K	Buy	257 +30	+13%	+$3.32K	﹤0.01%	644
2021 Q2	$31K	Hold	227	–	–	﹤0.01%	590
2021 Q1	$30K	Sell	227 -146	-39%	-$25.8K	﹤0.01%	575
2020 Q4	$60K	Buy	373 +293	+366%	+$32.8K	0.01%	474
2020 Q3	$5K	Buy	+80	New	+$4.33K	﹤0.01%	745

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Avior Wealth Management's APPN Position: Q1 2025 in Review

Avior Wealth Management sold out of Appian (APPN) in Q1 2025, closing a stake of 126 shares — an estimated $4.16K sold.

Avior Wealth Management first reported a position in APPN in Q3 2020 and held it in 13 quarters. The position peaked at $60K in Q4 2020. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

Avior Wealth Management reported no remaining Appian position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 126 Appian shares in Q1 2025, an estimated $4.16K.
Avior Wealth Management first reported a position in Appian in Q3 2020 and held it in 13 quarters.
Avior Wealth Management's Appian position peaked at $60K in Q4 2020.
221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.