Cary Street Partners Investment Advisory’s Appian APPN Stock Holding History

Cary Street Partners Investment Advisory’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	-196	Closed	-$8.94K	–	693
2023 Q3	$8.94K	Hold	196	–	–	﹤0.01%	1328
2023 Q2	$9.33K	Sell	196 -1	-0.5%	-$42	﹤0.01%	1258
2023 Q1	$8.74K	Hold	197	–	–	﹤0.01%	1186
2022 Q4	$6.41K	Buy	+197	New	+$7.77K	﹤0.01%	1266
2020 Q4	–	Sell	-300	Closed	-$19K	–	377
2020 Q3	$19K	Buy	+300	New	+$16.2K	﹤0.01%	660

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's APPN Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Appian (APPN) in Q4 2023, closing a stake of 196 shares — an estimated $8.94K sold.

Cary Street Partners Investment Advisory first reported a position in APPN in Q3 2020 and held it in 5 quarters. The position peaked at $19K in Q3 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 196 Appian shares in Q4 2023, an estimated $8.94K.
Cary Street Partners Investment Advisory first reported a position in Appian in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Appian position peaked at $19K in Q3 2020.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.