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Carolina Wealth Advisors’s Appian APPN Stock Holding History

Carolina Wealth 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
2025
Q2 		– Sell
-10
Closed -$288 – 273
2025
Q1 		$288 Hold
10
– – ﹤0.01% 270
2024
Q4 		$330 Buy
+10
New +$357 ﹤0.01% 284
2023
Q2 		– Sell
-9
Closed -$399 – 261
2023
Q1 		$399 Buy
+9
New +$364 ﹤0.01% 253

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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Carolina Wealth Advisors's APPN Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Appian (APPN) in Q2 2025, closing a stake of 10 shares — an estimated $288 sold.

Carolina Wealth Advisors first reported a position in APPN in Q1 2023 and held it in 3 quarters. The position peaked at $399 in Q1 2023. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 10 Appian shares in Q2 2025, an estimated $288.
  • Carolina Wealth Advisors first reported a position in Appian in Q1 2023 and held it in 3 quarters.
  • Carolina Wealth Advisors's Appian position peaked at $399 in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.