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Beacon Capital Management LLC (Tennessee)’s Appian APPN Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-100
Closed -$4.56K – 1067
2023
Q4 		$4.56K Buy
+100
New +$3.91K ﹤0.01% 663

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

Beacon Capital Management LLC (Tennessee)'s APPN Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Appian (APPN) in Q1 2024, closing a stake of 100 shares — an estimated $4.56K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in APPN in Q4 2023 and held it in 1 quarter. The position peaked at $4.56K in Q4 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 100 Appian shares in Q1 2024, an estimated $4.56K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Appian in Q4 2023 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Appian position peaked at $4.56K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.