Capital Advisory Group Advisory Services’s Appian APPN Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-210	Closed	-$13K	–	222
2022 Q1	$13K	Buy	+210	New	+$11.9K	0.01%	335
2021 Q4	–	Sell	-286	Closed	-$26K	–	188
2021 Q3	$26K	Hold	286	–	–	0.01%	301
2021 Q2	$39K	Hold	286	–	–	0.01%	283
2021 Q1	$38K	Sell	286 -237	-45%	-$41.9K	0.01%	265
2020 Q4	$85K	Hold	523	–	–	0.04%	221
2020 Q3	$34K	Sell	523 -2,855	-85%	-$154K	0.02%	224
2020 Q2	$173K	Buy	3,378 +2,855	+546%	+$139K	0.1%	145
2020 Q1	$21K	Buy	+523	New	+$24.3K	0.03%	154
2019 Q4	–	Sell	-507	Closed	-$25K	–	211
2019 Q3	$25K	Hold	507	–	–	0.02%	192
2019 Q2	$18K	Hold	507	–	–	0.01%	227
2019 Q1	$18K	Buy	+507	New	+$17.1K	0.01%	218

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

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

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisory Group Advisory Services's APPN Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Appian (APPN) in Q2 2022, closing a stake of 210 shares — an estimated $13K sold.

Capital Advisory Group Advisory Services first reported a position in APPN in Q1 2019 and held it in 11 quarters. The position peaked at $173K in Q2 2020. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 210 Appian shares in Q2 2022, an estimated $13K.
Capital Advisory Group Advisory Services first reported a position in Appian in Q1 2019 and held it in 11 quarters.
Capital Advisory Group Advisory Services's Appian position peaked at $173K in Q2 2020.
243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.