Benjamin F. Edwards & Company’s Appian APPN Stock Holding History

Benjamin F. Edwards & 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
2023 Q4	–	Sell	-13	Closed	-$1K	–	2083
2023 Q3	$1K	Hold	13	–	–	﹤0.01%	1699
2023 Q2	$1K	Hold	13	–	–	﹤0.01%	1706
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	1713
2022 Q4	$0	Hold	13	–	–	﹤0.01%	1835
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	1744
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1731
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	1694
2021 Q4	$1K	Sell	13 -1,274	-99%	-$106K	﹤0.01%	1659
2021 Q3	$119K	Hold	1,287	–	–	0.01%	810
2021 Q2	$177K	Sell	1,287 -250	-16%	-$28.4K	0.01%	676
2021 Q1	$204K	Sell	1,537 -381	-20%	-$67.4K	0.01%	666
2020 Q4	$311K	Buy	1,918 +937	+96%	+$105K	0.02%	538
2020 Q3	$64K	Hold	981	–	–	﹤0.01%	837
2020 Q2	$50K	Hold	981	–	–	﹤0.01%	889
2020 Q1	$39K	Buy	981 +550	+128%	+$25.6K	﹤0.01%	903
2019 Q4	$16K	Buy	431 +50	+13%	+$2.16K	﹤0.01%	1288
2019 Q3	$18K	Hold	381	–	–	﹤0.01%	1228
2019 Q2	$14K	Hold	381	–	–	﹤0.01%	1299
2019 Q1	$13K	Buy	+381	New	+$12.9K	﹤0.01%	1245

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin F. Edwards & Company's APPN Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Appian (APPN) in Q4 2023, closing a stake of 13 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in APPN in Q1 2019 and held it in 19 quarters. The position peaked at $311K in Q4 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Benjamin F. Edwards & Company reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 13 Appian shares in Q4 2023, an estimated $1K.
Benjamin F. Edwards & Company first reported a position in Appian in Q1 2019 and held it in 19 quarters.
Benjamin F. Edwards & Company's Appian position peaked at $311K in Q4 2020.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.