CWP
APPN icon

Concord Wealth Partners’s Appian APPN Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-2,579
Closed -$91.3K – 237
2025
Q4 		$91.3K Sell
2,579
-2
-0.1% -$71 0.01% 265
2025
Q3 		$78.9K Hold
2,581
– – 0.01% 280
2025
Q2 		$77.1K Hold
2,581
– – 0.01% 290
2025
Q1 		$74.4K Buy
2,581
+461
+22% +$15.1K 0.01% 276
2024
Q4 		$69.9K Hold
2,120
– – 0.01% 288
2024
Q3 		$72.4K Hold
2,120
– – 0.01% 292
2024
Q2 		$65.4K Hold
2,120
– – 0.01% 281
2024
Q1 		$84.7K Buy
+2,120
New +$73.5K 0.02% 286
2023
Q3 		– Sell
-55
Closed -$2.62K – 1039
2023
Q2 		$2.62K Hold
55
– – ﹤0.01% 822
2023
Q1 		$2.44K Hold
55
– – ﹤0.01% 783
2022
Q4 		$1.79K Buy
+55
New +$2.17K ﹤0.01% 960

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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