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Charter Oak Capital Management’s Appian APPN Stock Holding History

Charter Oak Capital Management’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
2022
Q3 		– Sell
-3
Closed – – 205
2022
Q2 		$0 Hold
3
– – ﹤0.01% 911
2022
Q1 		$0 Hold
3
– – ﹤0.01% 957
2021
Q4 		$0 Hold
3
– – ﹤0.01% 847
2021
Q3 		$0 Hold
3
– – ﹤0.01% 816
2021
Q2 		$0 Hold
3
– – ﹤0.01% 803
2021
Q1 		$0 Buy
+3
New +$531 ﹤0.01% 781

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charter Oak Capital Management's APPN Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Appian (APPN) in Q3 2022, closing a stake of 3 shares.

Charter Oak Capital Management first reported a position in APPN in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Appian position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 3 Appian shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Appian in Q1 2021 and held it in 6 quarters.
  • Charter Oak Capital Management's Appian position peaked at $0 in Q2 2022.
  • 237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.