Cetera Investment Advisers
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Cetera Investment Advisers’s Appian APPN Stock Holding History

Cetera Investment Advisers’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
-2,218
Closed -$205K – 1857
2021
Q3 		$205K Buy
2,218
+152
+7% +$16.8K ﹤0.01% 1654
2021
Q2 		$285K Sell
2,066
-666
-24% -$75.7K ﹤0.01% 1447
2021
Q1 		$363K Sell
2,732
-623
-19% -$110K 0.01% 1155
2020
Q4 		$544K Buy
+3,355
New +$376K 0.01% 922
2020
Q2 		– Sell
-5,483
Closed -$221K – 613
2020
Q1 		$221K Buy
+5,483
New +$255K 0.03% 477

Other funds holding APPN

Baillie Gifford & Co
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
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
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
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

Cetera Investment Advisers's APPN Position: Q4 2021 in Review

Cetera Investment Advisers sold out of Appian (APPN) in Q4 2021, closing a stake of 2,218 shares — an estimated $205K sold.

Cetera Investment Advisers first reported a position in APPN in Q1 2020 and held it in 5 quarters. The position peaked at $544K in Q4 2020. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Cetera Investment Advisers reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Cetera Investment Advisers sold 2,218 Appian shares in Q4 2021, an estimated $205K.
  • Cetera Investment Advisers first reported a position in Appian in Q1 2020 and held it in 5 quarters.
  • Cetera Investment Advisers's Appian position peaked at $544K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Cetera Investment Advisers's 13F filing for Q4 2021, filed 14 Feb 2022.