Commonwealth Equity Services
APPN icon

Commonwealth Equity Services’s Appian APPN Stock Holding History

Commonwealth Equity Services’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
-6,589
Closed -$263K – 4041
2024
Q1 		$263K Sell
6,589
-1,247
-16% -$43.2K ﹤0.01% 3388
2023
Q4 		$295K Sell
7,836
-5,044
-39% -$197K ﹤0.01% 3195
2023
Q3 		$587K Sell
12,880
-30
-0.2% -$1.44K ﹤0.01% 2462
2023
Q2 		$615K Buy
12,910
+93
+0.7% +$3.92K ﹤0.01% 2444
2023
Q1 		$568 Sell
12,817
-1,886
-13% -$76.2K ﹤0.01% 2445
2022
Q4 		$478K Sell
14,703
-1,018
-6% -$40.1K ﹤0.01% 2506
2022
Q3 		$641K Sell
15,721
-2,302
-13% -$112K ﹤0.01% 2218
2022
Q2 		$853K Sell
18,023
-2,400
-12% -$121K ﹤0.01% 2022
2022
Q1 		$1.24M Sell
20,423
-4,241
-17% -$241K ﹤0.01% 1832
2021
Q4 		$1.61M Sell
24,664
-6,139
-20% -$510K ﹤0.01% 1645
2021
Q3 		$2.85M Sell
30,803
-2,013
-6% -$223K 0.01% 1199
2021
Q2 		$4.52M Sell
32,816
-3,012
-8% -$342K 0.01% 905
2021
Q1 		$4.76M Sell
35,828
-3,421
-9% -$605K 0.01% 809
2020
Q4 		$6.36M Sell
39,249
-556
-1% -$62.3K 0.02% 635
2020
Q3 		$2.58M Sell
39,805
-6,427
-14% -$348K 0.01% 967
2020
Q2 		$2.37M Buy
46,232
+7,411
+19% +$362K 0.01% 947
2020
Q1 		$1.56M Buy
38,821
+9,256
+31% +$430K 0.01% 1018
2019
Q4 		$1.13M Buy
29,565
+741
+3% +$31.9K ﹤0.01% 1351
2019
Q3 		$1.37M Sell
28,824
-2,179
-7% -$102K 0.01% 1177
2019
Q2 		$1.12M Buy
31,003
+18
+0.1% +$616 ﹤0.01% 1280
2019
Q1 		$1.07M Buy
30,985
+9,478
+44% +$320K ﹤0.01% 1267
2018
Q4 		$574K Buy
21,507
+1,237
+6% +$33K ﹤0.01% 1548
2018
Q3 		$670K Buy
20,270
+5,005
+33% +$171K ﹤0.01% 1582
2018
Q2 		$552K Buy
15,265
+6,539
+75% +$203K ﹤0.01% 1681
2018
Q1 		$219K Buy
+8,726
New +$264K ﹤0.01% 2326

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

Commonwealth Equity Services's APPN Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Appian (APPN) in Q2 2024, closing a stake of 6,589 shares — an estimated $263K sold.

Commonwealth Equity Services first reported a position in APPN in Q1 2018 and held it in 25 quarters. The position peaked at $6.36M in Q4 2020. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,589 Appian shares in Q2 2024, an estimated $263K.
  • Commonwealth Equity Services first reported a position in Appian in Q1 2018 and held it in 25 quarters.
  • Commonwealth Equity Services's Appian position peaked at $6.36M in Q4 2020.
  • 194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.