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Cobblestone Capital Advisors’s Appian APPN Stock Holding History

Cobblestone Capital Advisors’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
-5,470
Closed -$259K – 257
2022
Q2 		$259K Sell
5,470
-6,207
-53% -$312K 0.02% 219
2022
Q1 		$710K Sell
11,677
-6,264
-35% -$355K 0.05% 137
2021
Q4 		$1.17M Sell
17,941
-42,386
-70% -$3.52M 0.08% 115
2021
Q3 		$5.58M Buy
60,327
+902
+2% +$99.9K 0.38% 46
2021
Q2 		$8.19M Sell
59,425
-1,601
-3% -$182K 0.55% 43
2021
Q1 		$8.11M Sell
61,026
-24,310
-28% -$4.3M 0.59% 43
2020
Q4 		$13.8M Sell
85,336
-18,740
-18% -$2.1M 1.07% 33
2020
Q3 		$6.74M Buy
104,076
+2,880
+3% +$156K 0.58% 42
2020
Q2 		$5.19M Buy
101,196
+13,468
+15% +$657K 0.47% 43
2020
Q1 		$3.53M Buy
+87,728
New +$4.08M 0.38% 48

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

Cobblestone Capital Advisors's APPN Position: Q3 2022 in Review

Cobblestone Capital Advisors sold out of Appian (APPN) in Q3 2022, closing a stake of 5,470 shares — an estimated $259K sold.

Cobblestone Capital Advisors first reported a position in APPN in Q1 2020 and held it in 10 quarters. The position peaked at $13.8M in Q4 2020. 237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

  • Cobblestone Capital Advisors reported no remaining Appian position as of Q3 2022 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 5,470 Appian shares in Q3 2022, an estimated $259K.
  • Cobblestone Capital Advisors first reported a position in Appian in Q1 2020 and held it in 10 quarters.
  • Cobblestone Capital Advisors's Appian position peaked at $13.8M in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.