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Carroll Financial Associates’s Appian APPN Stock Holding History

Carroll Financial 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
2021
Q4 		– Sell
-100
Closed -$9K – 1611
2021
Q3 		$9K Hold
100
– – ﹤0.01% 1240
2021
Q2 		$13K Sell
100
-150
-60% -$17K ﹤0.01% 1204
2021
Q1 		$33K Buy
+250
New +$44.2K ﹤0.01% 867
2020
Q3 		– Sell
-671
Closed -$34K – 1485
2020
Q2 		$34K Sell
671
-480
-42% -$23.4K ﹤0.01% 735
2020
Q1 		$46K Buy
1,151
+265
+30% +$12.3K ﹤0.01% 589
2019
Q4 		$33K Buy
+886
New +$38.2K ﹤0.01% 758

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carroll Financial Associates's APPN Position: Q4 2021 in Review

Carroll Financial Associates sold out of Appian (APPN) in Q4 2021, closing a stake of 100 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in APPN in Q4 2019 and held it in 6 quarters. The position peaked at $46K in Q1 2020. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Carroll Financial Associates reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 100 Appian shares in Q4 2021, an estimated $9K.
  • Carroll Financial Associates first reported a position in Appian in Q4 2019 and held it in 6 quarters.
  • Carroll Financial Associates's Appian position peaked at $46K in Q1 2020.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.