Center for Financial Planning’s Appian APPN Stock Holding History

Center for Financial Planning’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
2020 Q4	–	Sell	-8	Closed	-$1K	–	465
2020 Q3	$1K	Buy	+8	New	+$433	﹤0.01%	419

Other funds holding APPN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Center for Financial Planning's APPN Position: Q4 2020 in Review

Center for Financial Planning sold out of Appian (APPN) in Q4 2020, closing a stake of 8 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in APPN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 301 funds tracked by Wall St. Rank hold APPN as of Q4 2020.

Center for Financial Planning reported no remaining Appian position as of Q4 2020 after selling out during the quarter.
Center for Financial Planning sold 8 Appian shares in Q4 2020, an estimated $1K.
Center for Financial Planning first reported a position in Appian in Q3 2020 and held it in 1 quarter.
Center for Financial Planning's Appian position peaked at $1K in Q3 2020.
301 funds tracked by Wall St. Rank held Appian as of Q4 2020.

Based on Center for Financial Planning's 13F filing for Q4 2020, filed 9 Feb 2021.