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Concorde Asset Management’s Appian APPN Stock Holding History

Concorde Asset Management’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
Q4 		– Sell
-5,967
Closed -$552K – 171
2021
Q3 		$552K Buy
5,967
+4,091
+218% +$453K 0.32% 107
2021
Q2 		$258K Sell
1,876
-1,064
-36% -$121K 0.14% 151
2021
Q1 		$391K Sell
2,940
-9,678
-77% -$1.71M 0.23% 109
2020
Q4 		$2.04M Sell
12,618
-5,056
-29% -$566K 1.14% 24
2020
Q3 		$1.14M Buy
+17,674
New +$956K 0.65% 40
2020
Q1 		– Sell
-24,146
Closed -$923K – 108
2019
Q4 		$923K Buy
24,146
+698
+3% +$30.1K 0.64% 38
2019
Q3 		$1.11M Sell
23,448
-3,191
-12% -$149K 0.86% 25
2019
Q2 		$961K Buy
+26,639
New +$912K 0.56% 53

Other funds holding APPN

Baillie Gifford & Co
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concorde Asset Management's APPN Position: Q4 2021 in Review

Concorde Asset Management sold out of Appian (APPN) in Q4 2021, closing a stake of 5,967 shares — an estimated $552K sold.

Concorde Asset Management first reported a position in APPN in Q2 2019 and held it in 8 quarters. The position peaked at $2.04M in Q4 2020. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Concorde Asset Management reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Concorde Asset Management sold 5,967 Appian shares in Q4 2021, an estimated $552K.
  • Concorde Asset Management first reported a position in Appian in Q2 2019 and held it in 8 quarters.
  • Concorde Asset Management's Appian position peaked at $2.04M in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Concorde Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.