BCA
APPN icon

Berman Capital Advisors’s Appian APPN Stock Holding History

Berman Capital 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
2021
Q3 		$8K Buy
96
+50
+109% +$5.54K ﹤0.01% 1241
2021
Q2 		$6K Sell
46
-28
-38% -$3.18K ﹤0.01% 1272
2021
Q1 		$9K Buy
+74
New +$13.1K ﹤0.01% 1048
2020
Q1 		– Sell
-12,355
Closed -$472K – 1455
2019
Q4 		$472K Buy
+12,355
New +$533K 0.14% 70

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's APPN Position: Q3 2021 in Review

Berman Capital Advisors increased its Appian (APPN) stake by 109% in Q3 2021, buying an estimated $5.54K and bringing the position to 96 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Berman Capital Advisors first reported a position in APPN in Q4 2019 and has held it in 4 quarters since. The position peaked at $472K in Q4 2019. 284 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

  • Berman Capital Advisors held 96 shares of Appian worth $8K as of Q3 2021.
  • Berman Capital Advisors bought 50 Appian shares in Q3 2021, an estimated $5.54K.
  • Appian made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1241 holding.
  • Berman Capital Advisors first reported a position in Appian in Q4 2019 and has held it in 4 quarters since.
  • Berman Capital Advisors's Appian position peaked at $472K in Q4 2019.
  • 284 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.