Caldwell Sutter Capital’s Appian APPN Stock Holding History

Caldwell Sutter Capital’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 Q1	–	Sell	-30	Closed	-$1.13K	–	923
2023 Q4	$1.13K	Buy	+30	New	+$1.17K	﹤0.01%	822

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Caldwell Sutter Capital's APPN Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Appian (APPN) in Q1 2024, closing a stake of 30 shares — an estimated $1.13K sold.

Caldwell Sutter Capital first reported a position in APPN in Q4 2023 and held it in 1 quarter. The position peaked at $1.13K in Q4 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

Caldwell Sutter Capital reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
Caldwell Sutter Capital sold 30 Appian shares in Q1 2024, an estimated $1.13K.
Caldwell Sutter Capital first reported a position in Appian in Q4 2023 and held it in 1 quarter.
Caldwell Sutter Capital's Appian position peaked at $1.13K in Q4 2023.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.