Colony Family Offices’s Appian APPN Stock Holding History

Colony Family Offices’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 Q2	–	Sell	-2,635	Closed	-$350K	–	25
2021 Q1	$350K	Buy	+2,635	New	+$466K	0.28%	35

Other funds holding APPN

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Colony Family Offices's APPN Position: Q2 2021 in Review

Colony Family Offices sold out of Appian (APPN) in Q2 2021, closing a stake of 2,635 shares — an estimated $350K sold.

Colony Family Offices first reported a position in APPN in Q1 2021 and held it in 1 quarter. The position peaked at $350K in Q1 2021. 283 funds tracked by Wall St. Rank hold APPN as of Q2 2021.

Colony Family Offices reported no remaining Appian position as of Q2 2021 after selling out during the quarter.
Colony Family Offices sold 2,635 Appian shares in Q2 2021, an estimated $350K.
Colony Family Offices first reported a position in Appian in Q1 2021 and held it in 1 quarter.
Colony Family Offices's Appian position peaked at $350K in Q1 2021.
283 funds tracked by Wall St. Rank held Appian as of Q2 2021.

Based on Colony Family Offices's 13F filing for Q2 2021, filed 26 Jul 2021.