Concourse Financial Group Securities’s Appian APPN Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-125	Closed	-$4.05K	–	2248
2024 Q2	$3.86K	Hold	125	–	–	﹤0.01%	1910
2024 Q1	$4.99K	Hold	125	–	–	﹤0.01%	1881
2023 Q4	$4.71K	Hold	125	–	–	﹤0.01%	1859
2023 Q3	$5.7K	Hold	125	–	–	﹤0.01%	1788
2023 Q2	$5.95K	Sell	125 -3	-2%	-$126	﹤0.01%	1799
2023 Q1	$5.68K	Buy	128 +3	+2%	+$121	﹤0.01%	1833
2022 Q4	$4.07K	Buy	+125	New	+$4.93K	﹤0.01%	1901
2022 Q3	–	Sell	-125	Closed	-$6.07K	–	2051
2022 Q2	$6K	Hold	125	–	–	﹤0.01%	1786
2022 Q1	$8K	Sell	125 -123	-50%	-$6.98K	﹤0.01%	1740
2021 Q4	$16K	Buy	248 +35	+16%	+$2.91K	﹤0.01%	1715
2021 Q3	$20K	Hold	213	–	–	﹤0.01%	1654
2021 Q2	$29K	Hold	213	–	–	﹤0.01%	1514
2021 Q1	$28K	Hold	213	–	–	﹤0.01%	1444
2020 Q4	$35K	Buy	213 +8	+4%	+$896	﹤0.01%	1258
2020 Q3	$13K	Hold	205	–	–	﹤0.01%	1476
2020 Q2	$11K	Hold	205	–	–	﹤0.01%	1452
2020 Q1	$8K	Buy	205 +90	+78%	+$4.18K	﹤0.01%	1513
2019 Q4	$4K	Buy	+115	New	+$4.96K	﹤0.01%	1664
2019 Q3	–	Sell	-65	Closed	-$3.04K	–	1761
2019 Q2	$2K	Hold	65	–	–	﹤0.01%	1962
2019 Q1	$2K	Buy	+65	New	+$2.19K	﹤0.01%	1997

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Concourse Financial Group Securities's APPN Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Appian (APPN) in Q3 2024, closing a stake of 125 shares — an estimated $4.05K sold.

Concourse Financial Group Securities first reported a position in APPN in Q1 2019 and held it in 20 quarters. The position peaked at $35K in Q4 2020. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

Concourse Financial Group Securities reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 125 Appian shares in Q3 2024, an estimated $4.05K.
Concourse Financial Group Securities first reported a position in Appian in Q1 2019 and held it in 20 quarters.
Concourse Financial Group Securities's Appian position peaked at $35K in Q4 2020.
192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.