CCP
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Carmel Capital Partners’s Appian APPN Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-100
Closed -$4.56K – 176
2023
Q3 		$4.56K Hold
100
– – ﹤0.01% 559
2023
Q2 		$4.76K Hold
100
– – ﹤0.01% 325
2023
Q1 		$4.44K Buy
+100
New +$4.04K ﹤0.01% 370

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmel Capital Partners's APPN Position: Q4 2023 in Review

Carmel Capital Partners sold out of Appian (APPN) in Q4 2023, closing a stake of 100 shares — an estimated $4.56K sold.

Carmel Capital Partners first reported a position in APPN in Q1 2023 and held it in 3 quarters. The position peaked at $4.76K in Q2 2023. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Carmel Capital Partners reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 100 Appian shares in Q4 2023, an estimated $4.56K.
  • Carmel Capital Partners first reported a position in Appian in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Appian position peaked at $4.76K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.