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Colonial Trust Advisors’s Appian APPN Stock Holding History

Colonial Trust 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
2024
Q4 		– Sell
-135
Closed -$4.61K – 682
2024
Q3 		$4.61K Hold
135
– – ﹤0.01% 630
2024
Q2 		$4.17K Hold
135
– – ﹤0.01% 628
2024
Q1 		$5.39K Buy
+135
New +$4.68K ﹤0.01% 683

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Colonial Trust Advisors's APPN Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Appian (APPN) in Q4 2024, closing a stake of 135 shares — an estimated $4.61K sold.

Colonial Trust Advisors first reported a position in APPN in Q1 2024 and held it in 3 quarters. The position peaked at $5.39K in Q1 2024. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 135 Appian shares in Q4 2024, an estimated $4.61K.
  • Colonial Trust Advisors first reported a position in Appian in Q1 2024 and held it in 3 quarters.
  • Colonial Trust Advisors's Appian position peaked at $5.39K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.