Cascadia Advisory Services’s Appian APPN Stock Holding History

Cascadia Advisory Services’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 Q3	–	Sell	-1,646	Closed	-$227K	–	248
2021 Q2	$227K	Hold	1,646	–	–	0.05%	228
2021 Q1	$219K	Buy	+1,646	New	+$291K	0.05%	217

Other funds holding APPN

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

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cascadia Advisory Services's APPN Position: Q3 2021 in Review

Cascadia Advisory Services sold out of Appian (APPN) in Q3 2021, closing a stake of 1,646 shares — an estimated $227K sold.

Cascadia Advisory Services first reported a position in APPN in Q1 2021 and held it in 2 quarters. The position peaked at $227K in Q2 2021. 284 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

Cascadia Advisory Services reported no remaining Appian position as of Q3 2021 after selling out during the quarter.
Cascadia Advisory Services sold 1,646 Appian shares in Q3 2021, an estimated $227K.
Cascadia Advisory Services first reported a position in Appian in Q1 2021 and held it in 2 quarters.
Cascadia Advisory Services's Appian position peaked at $227K in Q2 2021.
284 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.