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BDO Wealth Advisors’s Appian APPN Stock Holding History

BDO 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
2023
Q2 		$952 Buy
+20
New +$843 ﹤0.01% 904

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's APPN Position: Q2 2023 in Review

BDO Wealth Advisors opened a new position in Appian (APPN) in Q2 2023: 20 shares worth $952. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings.

211 funds tracked by Wall St. Rank hold APPN as of Q2 2023.

  • BDO Wealth Advisors held 20 shares of Appian worth $952 as of Q2 2023.
  • Appian was a new BDO Wealth Advisors position in Q2 2023.
  • Appian made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #904 holding.
  • 211 funds tracked by Wall St. Rank held Appian as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.