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B. Riley Wealth Advisors’s Appian APPN Stock Holding History

B. Riley Wealth Advisors’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
2021
Q4 		– Sell
-2,253
Closed -$209K – 1412
2021
Q3 		$209K Sell
2,253
-300
-12% -$33.2K 0.01% 1227
2021
Q2 		$352K Sell
2,553
-100
-4% -$11.4K 0.01% 936
2021
Q1 		$353K Buy
2,653
+603
+29% +$107K 0.01% 910
2020
Q4 		$333K Buy
+2,050
New +$230K 0.02% 701

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Advisors's APPN Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Appian (APPN) in Q4 2021, closing a stake of 2,253 shares — an estimated $209K sold.

B. Riley Wealth Advisors first reported a position in APPN in Q4 2020 and held it in 4 quarters. The position peaked at $353K in Q1 2021. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,253 Appian shares in Q4 2021, an estimated $209K.
  • B. Riley Wealth Advisors first reported a position in Appian in Q4 2020 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Appian position peaked at $353K in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.