Baldwin Wealth Partners’s Appian APPN Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-500	Closed	-$17.1K	–	279
2024 Q3	$17.1K	Hold	500	–	–	﹤0.01%	721
2024 Q2	$15.4K	Hold	500	–	–	﹤0.01%	499
2024 Q1	$20K	Sell	500 -1,500	-75%	-$52K	﹤0.01%	492
2023 Q4	$75.3K	Hold	2,000	–	–	0.01%	313
2023 Q3	$91.2K	Hold	2,000	–	–	0.01%	306
2023 Q2	$95.2K	Hold	2,000	–	–	0.01%	327
2023 Q1	$88.8K	Hold	2,000	–	–	0.01%	339
2022 Q4	$65.1K	Sell	2,000 -400	-17%	-$15.8K	0.01%	376
2022 Q3	$98K	Hold	2,400	–	–	0.01%	244
2022 Q2	$114K	Sell	2,400 -500	-17%	-$25.1K	0.01%	240
2022 Q1	$176K	Hold	2,900	–	–	0.02%	222
2021 Q4	$189K	Hold	2,900	–	–	0.02%	205
2021 Q3	$268K	Hold	2,900	–	–	0.03%	176
2021 Q2	$399K	Hold	2,900	–	–	0.04%	141
2021 Q1	$385K	Buy	2,900 +400	+16%	+$70.8K	0.05%	129
2020 Q4	$405K	Hold	2,500	–	–	0.05%	120
2020 Q3	$162K	Hold	2,500	–	–	0.02%	174
2020 Q2	$128K	Buy	2,500 +500	+25%	+$24.4K	0.02%	193
2020 Q1	$80K	Hold	2,000	–	–	0.01%	223
2019 Q4	$76K	Hold	2,000	–	–	0.01%	267
2019 Q3	$95K	Hold	2,000	–	–	0.01%	234
2019 Q2	$72K	Buy	+2,000	New	+$68.4K	0.01%	274

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

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

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

Baldwin Wealth Partners's APPN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Appian (APPN) in Q4 2024, closing a stake of 500 shares — an estimated $17.1K sold.

Baldwin Wealth Partners first reported a position in APPN in Q2 2019 and held it in 22 quarters. The position peaked at $405K in Q4 2020. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

Baldwin Wealth Partners reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 500 Appian shares in Q4 2024, an estimated $17.1K.
Baldwin Wealth Partners first reported a position in Appian in Q2 2019 and held it in 22 quarters.
Baldwin Wealth Partners's Appian position peaked at $405K in Q4 2020.
203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.