BNC Wealth Management’s Appian APPN Stock Holding History

BNC 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
2020 Q4	–	Sell	-60	Closed	-$4K	–	115
2020 Q3	$4K	Buy	+60	New	+$3.25K	﹤0.01%	383

Other funds holding APPN

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

BNC Wealth Management's APPN Position: Q4 2020 in Review

BNC Wealth Management sold out of Appian (APPN) in Q4 2020, closing a stake of 60 shares — an estimated $4K sold.

BNC Wealth Management first reported a position in APPN in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 301 funds tracked by Wall St. Rank hold APPN as of Q4 2020.

BNC Wealth Management reported no remaining Appian position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 60 Appian shares in Q4 2020, an estimated $4K.
BNC Wealth Management first reported a position in Appian in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Appian position peaked at $4K in Q3 2020.
301 funds tracked by Wall St. Rank held Appian as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.