Capital Investment Advisory Services’s Appian APPN Stock Holding History

Capital Investment 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 Q3	–	Sell	-4,722	Closed	-$224K	–	806
2022 Q2	$224K	Sell	4,722 -100	-2%	-$5.03K	0.03%	424
2022 Q1	$293K	Hold	4,822	–	–	0.03%	392
2021 Q4	$314K	Sell	4,822 -700	-13%	-$58.2K	0.04%	369
2021 Q3	$511K	Hold	5,522	–	–	0.06%	261
2021 Q2	$761K	Buy	5,522 +50	+0.9%	+$5.68K	0.1%	203
2021 Q1	$728K	Buy	5,472 +120	+2%	+$21.2K	0.1%	191
2020 Q4	$868K	Buy	+5,352	New	+$599K	0.13%	162
2019 Q4	–	Sell	-52	Closed	-$2K	–	585
2019 Q3	$2K	Hold	52	–	–	﹤0.01%	1253
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	1261
2019 Q1	$2K	Hold	52	–	–	﹤0.01%	1087
2018 Q4	$1K	Buy	+52	New	+$1.39K	﹤0.01%	1103

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 Investment Advisory Services's APPN Position: Q3 2022 in Review

Capital Investment Advisory Services sold out of Appian (APPN) in Q3 2022, closing a stake of 4,722 shares — an estimated $224K sold.

Capital Investment Advisory Services first reported a position in APPN in Q4 2018 and held it in 11 quarters. The position peaked at $868K in Q4 2020. 237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

Capital Investment Advisory Services reported no remaining Appian position as of Q3 2022 after selling out during the quarter.
Capital Investment Advisory Services sold 4,722 Appian shares in Q3 2022, an estimated $224K.
Capital Investment Advisory Services first reported a position in Appian in Q4 2018 and held it in 11 quarters.
Capital Investment Advisory Services's Appian position peaked at $868K in Q4 2020.
237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on Capital Investment Advisory Services's 13F filing for Q3 2022, filed 26 Oct 2022.