Capital Asset Advisory Services’s Appian APPN Stock Holding History

Capital Asset 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
2021 Q1	–	Sell	-10	Closed	-$2K	–	714
2020 Q4	$2K	Buy	+10	New	+$1.12K	﹤0.01%	1418

Other funds holding APPN

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Capital Asset Advisory Services's APPN Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Appian (APPN) in Q1 2021, closing a stake of 10 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in APPN in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 322 funds tracked by Wall St. Rank hold APPN as of Q1 2021.

Capital Asset Advisory Services reported no remaining Appian position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 10 Appian shares in Q1 2021, an estimated $2K.
Capital Asset Advisory Services first reported a position in Appian in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Appian position peaked at $2K in Q4 2020.
322 funds tracked by Wall St. Rank held Appian as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.