Bedel Financial Consulting’s Appian APPN Stock Holding History

Bedel Financial Consulting’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	-163	Closed	-$10K	–	238
2022 Q1	$10K	Hold	163	–	–	﹤0.01%	662
2021 Q4	$11K	Hold	163	–	–	﹤0.01%	667
2021 Q3	$15K	Hold	163	–	–	0.01%	595
2021 Q2	$22K	Hold	163	–	–	0.01%	536
2021 Q1	$22K	Hold	163	–	–	0.01%	496
2020 Q4	$26K	Hold	163	–	–	0.01%	411
2020 Q3	$11K	Hold	163	–	–	0.01%	493
2020 Q2	$8K	Hold	163	–	–	﹤0.01%	514
2020 Q1	$7K	Hold	163	–	–	﹤0.01%	521
2019 Q4	$6K	Hold	163	–	–	﹤0.01%	557
2019 Q3	$8K	Buy	163 +27	+20%	+$1.26K	﹤0.01%	510
2019 Q2	$5K	Hold	136	–	–	﹤0.01%	563
2019 Q1	$5K	Hold	136	–	–	﹤0.01%	562
2018 Q4	$4K	Hold	136	–	–	﹤0.01%	552
2018 Q3	$3K	Hold	136	–	–	﹤0.01%	585
2018 Q2	$5K	Hold	136	–	–	﹤0.01%	540
2018 Q1	$3K	Buy	+136	New	+$4.12K	﹤0.01%	585

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

Bedel Financial Consulting's APPN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Appian (APPN) in Q2 2022, closing a stake of 163 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in APPN in Q1 2018 and held it in 17 quarters. The position peaked at $26K in Q4 2020. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

Bedel Financial Consulting reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 163 Appian shares in Q2 2022, an estimated $10K.
Bedel Financial Consulting first reported a position in Appian in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Appian position peaked at $26K in Q4 2020.
243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.