Brown Advisory
APPN icon

Brown Advisory’s Appian APPN Stock Holding History

Brown Advisory’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
Q1 		– Sell
-4,415
Closed -$715K – 1083
2020
Q4 		$715K Buy
4,415
+32
+0.7% +$3.58K ﹤0.01% 718
2020
Q3 		$284K Sell
4,383
-74
-2% -$4K ﹤0.01% 832
2020
Q2 		$229K Buy
+4,457
New +$217K ﹤0.01% 868
2020
Q1 		– Sell
-6,699
Closed -$256K – 944
2019
Q4 		$256K Buy
6,699
+2,122
+46% +$91.5K ﹤0.01% 920
2019
Q3 		$218K Buy
+4,577
New +$214K ﹤0.01% 928
2018
Q2 		– Sell
-164,851
Closed -$4.15M – 1288
2018
Q1 		$4.15M Sell
164,851
-200,906
-55% -$6.09M 0.01% 421
2017
Q4 		$11.5M Buy
365,757
+282,406
+339% +$6.53M 0.04% 295
2017
Q3 		$2.37M Buy
83,351
+127
+0.2% +$2.77K 0.01% 492
2017
Q2 		$1.51M Buy
+83,224
New +$1.51M ﹤0.01% 583

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Brown Advisory's APPN Position: Q1 2021 in Review

Brown Advisory sold out of Appian (APPN) in Q1 2021, closing a stake of 4,415 shares — an estimated $715K sold.

Brown Advisory first reported a position in APPN in Q2 2017 and held it in 9 quarters. The position peaked at $11.5M in Q4 2017. 322 funds tracked by Wall St. Rank hold APPN as of Q1 2021.

  • Brown Advisory reported no remaining Appian position as of Q1 2021 after selling out during the quarter.
  • Brown Advisory sold 4,415 Appian shares in Q1 2021, an estimated $715K.
  • Brown Advisory first reported a position in Appian in Q2 2017 and held it in 9 quarters.
  • Brown Advisory's Appian position peaked at $11.5M in Q4 2017.
  • 322 funds tracked by Wall St. Rank held Appian as of Q1 2021.

Based on Brown Advisory's 13F filing for Q1 2021, filed 14 May 2021.