CIM
APPN icon

Contravisory Investment Management’s Appian APPN Stock Holding History

Contravisory Investment 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
2024
Q1 		– Sell
-3,631
Closed -$137K – 350
2023
Q4 		$137K Sell
3,631
-1,135
-24% -$44.4K 0.03% 217
2023
Q3 		$217K Buy
+4,766
New +$228K 0.06% 189

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Contravisory Investment Management's APPN Position: Q1 2024 in Review

Contravisory Investment Management sold out of Appian (APPN) in Q1 2024, closing a stake of 3,631 shares — an estimated $137K sold.

Contravisory Investment Management first reported a position in APPN in Q3 2023 and held it in 2 quarters. The position peaked at $217K in Q3 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

  • Contravisory Investment Management reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 3,631 Appian shares in Q1 2024, an estimated $137K.
  • Contravisory Investment Management first reported a position in Appian in Q3 2023 and held it in 2 quarters.
  • Contravisory Investment Management's Appian position peaked at $217K in Q3 2023.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.