Baystate Wealth Management’s Appian APPN Stock Holding History

Baystate 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
2022 Q2	–	Sell	-45	Closed	-$3K	–	898
2022 Q1	$3K	Buy	+45	New	+$2.55K	﹤0.01%	698

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

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

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baystate Wealth Management's APPN Position: Q2 2022 in Review

Baystate Wealth Management sold out of Appian (APPN) in Q2 2022, closing a stake of 45 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in APPN in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

Baystate Wealth Management reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
Baystate Wealth Management sold 45 Appian shares in Q2 2022, an estimated $3K.
Baystate Wealth Management first reported a position in Appian in Q1 2022 and held it in 1 quarter.
Baystate Wealth Management's Appian position peaked at $3K in Q1 2022.
243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.