BBPWM
APPN icon

Blue Bell Private Wealth Management’s Appian APPN Stock Holding History

Blue Bell Private 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
2026
Q1 		$362 Hold
15
– – ﹤0.01% 701
2025
Q4 		$531 Hold
15
– – ﹤0.01% 692
2025
Q3 		$459 Hold
15
– – ﹤0.01% 704
2025
Q2 		$448 Hold
15
– – ﹤0.01% 707
2025
Q1 		$432 Buy
+15
New +$491 ﹤0.01% 700
2022
Q4 		– Sell
-30
Closed -$1K – 694
2022
Q3 		$1K Sell
30
-40
-57% -$1.94K ﹤0.01% 642
2022
Q2 		$3K Buy
70
+40
+133% +$2.01K ﹤0.01% 580
2022
Q1 		$2K Sell
30
-50
-63% -$2.84K ﹤0.01% 668
2021
Q4 		$5K Buy
+80
New +$6.65K ﹤0.01% 524

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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