Bank Julius Baer & Co
APPN icon

Bank Julius Baer & Co’s Appian APPN Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-1,206
Closed -$39K – 584
2022
Q4 		$39K Sell
1,206
-19,410
-94% -$766K ﹤0.01% 515
2022
Q3 		$842K Sell
20,616
-19,518
-49% -$947K 0.01% 278
2022
Q2 		$1.9M Sell
40,134
-6,382
-14% -$321K 0.01% 214
2022
Q1 		$2.83M Sell
46,516
-13,672
-23% -$776K 0.02% 200
2021
Q4 		$3.92M Buy
+60,188
New +$5M 0.02% 215

Other funds holding APPN

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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank Julius Baer & Co's APPN Position: Q1 2023 in Review

Bank Julius Baer & Co sold out of Appian (APPN) in Q1 2023, closing a stake of 1,206 shares — an estimated $39K sold.

Bank Julius Baer & Co first reported a position in APPN in Q4 2021 and held it in 5 quarters. The position peaked at $3.92M in Q4 2021. 209 funds tracked by Wall St. Rank hold APPN as of Q1 2023.

  • Bank Julius Baer & Co reported no remaining Appian position as of Q1 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,206 Appian shares in Q1 2023, an estimated $39K.
  • Bank Julius Baer & Co first reported a position in Appian in Q4 2021 and held it in 5 quarters.
  • Bank Julius Baer & Co's Appian position peaked at $3.92M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Appian as of Q1 2023.

Based on Bank Julius Baer & Co's 13F filing for Q1 2023, filed 11 May 2023.