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Cherry Tree Wealth Management’s Appian APPN Stock Holding History

Cherry Tree Wealth 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
2024
Q2 		– Sell
-200
Closed -$7.99K – 599
2024
Q1 		$7.99K Hold
200
– – ﹤0.01% 399
2023
Q4 		$7.53K Hold
200
– – ﹤0.01% 391
2023
Q3 		$9.12K Hold
200
– – ﹤0.01% 346
2023
Q2 		$9.52K Buy
+200
New +$8.43K ﹤0.01% 338

Other funds holding APPN

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 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

Cherry Tree Wealth Management's APPN Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of Appian (APPN) in Q2 2024, closing a stake of 200 shares — an estimated $7.99K sold.

Cherry Tree Wealth Management first reported a position in APPN in Q2 2023 and held it in 4 quarters. The position peaked at $9.52K in Q2 2023. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 200 Appian shares in Q2 2024, an estimated $7.99K.
  • Cherry Tree Wealth Management first reported a position in Appian in Q2 2023 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Appian position peaked at $9.52K in Q2 2023.
  • 194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.