Capital Performance Advisors’s Appian APPN Stock Holding History

Capital Performance Advisors’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 Q4	–	Sell	-80	Closed	-$2.73K	–	330
2024 Q3	$2.73K	Buy	+80	New	+$2.59K	﹤0.01%	1403

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

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

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

Capital Performance Advisors's APPN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Appian (APPN) in Q4 2024, closing a stake of 80 shares — an estimated $2.73K sold.

Capital Performance Advisors first reported a position in APPN in Q3 2024 and held it in 1 quarter. The position peaked at $2.73K in Q3 2024. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

Capital Performance Advisors reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 80 Appian shares in Q4 2024, an estimated $2.73K.
Capital Performance Advisors first reported a position in Appian in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Appian position peaked at $2.73K in Q3 2024.
203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.