Creative Financial Designs’s Appian APPN Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-130	Closed	-$4.44K	–	1792
2024 Q3	$4.44K	Hold	130	–	–	﹤0.01%	1408
2024 Q2	$4.01K	Hold	130	–	–	﹤0.01%	1370
2024 Q1	$5.19K	Hold	130	–	–	﹤0.01%	1301
2023 Q4	$4.9K	Hold	130	–	–	﹤0.01%	1265
2023 Q3	$5.93K	Sell	130 -130	-50%	-$6.23K	﹤0.01%	1148
2023 Q2	$12.4K	Hold	260	–	–	﹤0.01%	952
2023 Q1	$11.5K	Sell	260 -15	-5%	-$606	﹤0.01%	926
2022 Q4	$8.95K	Hold	275	–	–	﹤0.01%	922
2022 Q3	$11K	Hold	275	–	–	﹤0.01%	865
2022 Q2	$13K	Hold	275	–	–	﹤0.01%	806
2022 Q1	$17K	Hold	275	–	–	﹤0.01%	794
2021 Q4	$18K	Sell	275 -25	-8%	-$2.08K	﹤0.01%	779
2021 Q3	$28K	Sell	300 -450	-60%	-$49.9K	﹤0.01%	771
2021 Q2	$103K	Sell	750 -110	-13%	-$12.5K	0.02%	436
2021 Q1	$114K	Sell	860 -50	-5%	-$8.85K	0.02%	388
2020 Q4	$148K	Buy	910 +830	+1,038%	+$92.9K	0.03%	303
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	912
2020 Q2	$4K	Buy	+80	New	+$3.9K	﹤0.01%	895

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Financial Designs's APPN Position: Q4 2024 in Review

Creative Financial Designs sold out of Appian (APPN) in Q4 2024, closing a stake of 130 shares — an estimated $4.44K sold.

Creative Financial Designs first reported a position in APPN in Q2 2020 and held it in 18 quarters. The position peaked at $148K in Q4 2020. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

Creative Financial Designs reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 130 Appian shares in Q4 2024, an estimated $4.44K.
Creative Financial Designs first reported a position in Appian in Q2 2020 and held it in 18 quarters.
Creative Financial Designs's Appian position peaked at $148K in Q4 2020.
203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.