Barrett & Company’s Appian APPN Stock Holding History

Barrett & Company’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 Q1	–	Sell	-4	Closed	-$151	–	615
2023 Q4	$151	Hold	4	–	–	﹤0.01%	604
2023 Q3	$182	Hold	4	–	–	﹤0.01%	613
2023 Q2	$190	Hold	4	–	–	﹤0.01%	597
2023 Q1	$178	Buy	+4	New	+$162	﹤0.01%	583

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

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

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

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

Barrett & Company's APPN Position: Q1 2024 in Review

Barrett & Company sold out of Appian (APPN) in Q1 2024, closing a stake of 4 shares — an estimated $151 sold.

Barrett & Company first reported a position in APPN in Q1 2023 and held it in 4 quarters. The position peaked at $190 in Q2 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

Barrett & Company reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
Barrett & Company sold 4 Appian shares in Q1 2024, an estimated $151.
Barrett & Company first reported a position in Appian in Q1 2023 and held it in 4 quarters.
Barrett & Company's Appian position peaked at $190 in Q2 2023.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Barrett & Company's 13F filing for Q1 2024, filed 17 Apr 2024.