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Braun-Bostich & Associates’s Appian APPN Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-100
Closed -$5K – 225
2020
Q2 		$5K Hold
100
– – ﹤0.01% 260
2020
Q1 		$4K Buy
+100
New +$4.65K 0.01% 256

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Braun-Bostich & Associates's APPN Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Appian (APPN) in Q3 2020, closing a stake of 100 shares — an estimated $5K sold.

Braun-Bostich & Associates first reported a position in APPN in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 214 funds tracked by Wall St. Rank hold APPN as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Appian position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 100 Appian shares in Q3 2020, an estimated $5K.
  • Braun-Bostich & Associates first reported a position in Appian in Q1 2020 and held it in 2 quarters.
  • Braun-Bostich & Associates's Appian position peaked at $5K in Q2 2020.
  • 214 funds tracked by Wall St. Rank held Appian as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.