CGH
APPN icon

Crossmark Global Holdings’s Appian APPN Stock Holding History

Crossmark Global Holdings’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
-9,693
Closed -$299K – 1280
2024
Q2 		$299K Buy
9,693
+280
+3% +$9.19K 0.01% 1070
2024
Q1 		$376K Buy
9,413
+198
+2% +$6.86K 0.01% 993
2023
Q4 		$347K Buy
9,215
+271
+3% +$10.6K 0.01% 998
2023
Q3 		$386K Buy
8,944
+601
+7% +$28.8K 0.01% 910
2023
Q2 		$415K Hold
8,343
– – 0.01% 928
2023
Q1 		$370K Buy
8,343
+2
+0% +$81 0.01% 953
2022
Q4 		$272K Buy
8,341
+791
+10% +$31.2K 0.01% 1052
2022
Q3 		$308K Sell
7,550
-261
-3% -$12.7K 0.01% 980
2022
Q2 		$370K Sell
7,811
-1,170
-13% -$58.8K 0.01% 947
2022
Q1 		$546K Buy
8,981
+4,961
+123% +$281K 0.01% 865
2021
Q4 		$262K Buy
+4,020
New +$334K 0.01% 1207

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Crossmark Global Holdings's APPN Position: Q3 2024 in Review

Crossmark Global Holdings sold out of Appian (APPN) in Q3 2024, closing a stake of 9,693 shares — an estimated $299K sold.

Crossmark Global Holdings first reported a position in APPN in Q4 2021 and held it in 11 quarters. The position peaked at $546K in Q1 2022. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

  • Crossmark Global Holdings reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 9,693 Appian shares in Q3 2024, an estimated $299K.
  • Crossmark Global Holdings first reported a position in Appian in Q4 2021 and held it in 11 quarters.
  • Crossmark Global Holdings's Appian position peaked at $546K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Crossmark Global Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.