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Carmichael Hill & Associates’s Appian APPN Stock Holding History

Carmichael Hill & Associates’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
Q1 		– Hold
0
– -$11.3K – 765
2023
Q4 		– Hold
0
– – – 560
2023
Q3 		– Hold
0
– – – 362
2023
Q2 		– Hold
0
– – – 360
2023
Q1 		– Hold
0
– – – 358
2022
Q4 		– Hold
0
– – – 338
2022
Q3 		– Hold
0
– – – 298
2022
Q2 		– Sell
-900
Closed -$45.2K – 279
2022
Q1 		$54K Hold
900
– – 0.02% 345
2021
Q4 		$60K Buy
+900
New +$74.8K 0.03% 338
2021
Q3 		– Sell
-600
Closed -$82K – 792
2021
Q2 		$82K Buy
600
+300
+100% +$34.1K 0.04% 269
2021
Q1 		$40K Buy
+300
New +$53.1K 0.02% 372

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Carmichael Hill & Associates's APPN Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Appian (APPN) in Q3 2024, closing a stake of 10 shares — an estimated $309 sold.

Carmichael Hill & Associates first reported a position in APPN in Q4 2019 and held it in 19 quarters. The position peaked at $245K in Q4 2020. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

  • Carmichael Hill & Associates reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 10 Appian shares in Q3 2024, an estimated $309.
  • Carmichael Hill & Associates first reported a position in Appian in Q4 2019 and held it in 19 quarters.
  • Carmichael Hill & Associates's Appian position peaked at $245K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.