BerganKDV Wealth Management’s Appian APPN Stock Holding History

BerganKDV 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
2023 Q2	$6.19K	Hold	130	–	–	﹤0.01%	590
2023 Q1	$5.77K	Hold	130	–	–	﹤0.01%	674
2022 Q4	$4.23K	Hold	130	–	–	﹤0.01%	695
2022 Q3	$5K	Hold	130	–	–	﹤0.01%	668
2022 Q2	$6K	Hold	130	–	–	﹤0.01%	660
2022 Q1	$8K	Hold	130	–	–	﹤0.01%	638
2021 Q4	$8K	Hold	130	–	–	﹤0.01%	691
2021 Q3	$12K	Sell	130 -10	-7%	-$1.11K	﹤0.01%	605
2021 Q2	$19K	Hold	140	–	–	﹤0.01%	524
2021 Q1	$19K	Hold	140	–	–	﹤0.01%	489
2020 Q4	$23K	Buy	140 +130	+1,300%	+$14.6K	﹤0.01%	448
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	755
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	818
2020 Q1	$0	Buy	+10	New	+$465	﹤0.01%	922

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

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

BerganKDV Wealth Management's APPN Position: Q2 2023 in Review

BerganKDV Wealth Management held its Appian (APPN) position steady in Q2 2023 at 130 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

BerganKDV Wealth Management first reported a position in APPN in Q1 2020 and has held it in 14 quarters since. The position peaked at $23K in Q4 2020. 211 funds tracked by Wall St. Rank hold APPN as of Q2 2023.

BerganKDV Wealth Management held 130 shares of Appian worth $6.19K as of Q2 2023.
BerganKDV Wealth Management left its Appian share count unchanged in Q2 2023.
Appian made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #590 holding.
BerganKDV Wealth Management first reported a position in Appian in Q1 2020 and has held it in 14 quarters since.
BerganKDV Wealth Management's Appian position peaked at $23K in Q4 2020.
211 funds tracked by Wall St. Rank held Appian as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.