BOK Financial Private Wealth’s Appian APPN Stock Holding History

BOK Financial Private Wealth’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
2024 Q4	–	Sell	-200	Closed	-$6.83K	–	644
2024 Q3	$6.83K	Buy	+200	New	+$6.48K	﹤0.01%	419

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BOK Financial Private Wealth's APPN Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of Appian (APPN) in Q4 2024, closing a stake of 200 shares — an estimated $6.83K sold.

BOK Financial Private Wealth first reported a position in APPN in Q3 2024 and held it in 1 quarter. The position peaked at $6.83K in Q3 2024. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

BOK Financial Private Wealth reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 200 Appian shares in Q4 2024, an estimated $6.83K.
BOK Financial Private Wealth first reported a position in Appian in Q3 2024 and held it in 1 quarter.
BOK Financial Private Wealth's Appian position peaked at $6.83K in Q3 2024.
203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.