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D.A. Davidson & Co’s Appian APPN Stock Holding History

D.A. Davidson & Co’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
2022
Q4 		– Sell
-7,085
Closed -$289K – 1326
2022
Q3 		$289K Buy
7,085
+210
+3% +$10.2K ﹤0.01% 1022
2022
Q2 		$326K Buy
6,875
+2
+0% +$101 ﹤0.01% 972
2022
Q1 		$418K Sell
6,873
-178
-3% -$10.1K ﹤0.01% 942
2021
Q4 		$460K Sell
7,051
-470
-6% -$39.1K ﹤0.01% 904
2021
Q3 		$696K Buy
7,521
+345
+5% +$38.2K 0.01% 738
2021
Q2 		$988K Buy
7,176
+743
+12% +$84.4K 0.01% 631
2021
Q1 		$855K Sell
6,433
-2,658
-29% -$470K 0.01% 635
2020
Q4 		$1.47M Buy
9,091
+1,252
+16% +$140K 0.02% 410
2020
Q3 		$508K Buy
7,839
+1,439
+22% +$77.9K 0.01% 611
2020
Q2 		$328K Buy
6,400
+144
+2% +$7.03K 0.01% 722
2020
Q1 		$252K Buy
+6,256
New +$291K ﹤0.01% 801

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

D.A. Davidson & Co's APPN Position: Q4 2022 in Review

D.A. Davidson & Co sold out of Appian (APPN) in Q4 2022, closing a stake of 7,085 shares — an estimated $289K sold.

D.A. Davidson & Co first reported a position in APPN in Q1 2020 and held it in 11 quarters. The position peaked at $1.47M in Q4 2020. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

  • D.A. Davidson & Co reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
  • D.A. Davidson & Co sold 7,085 Appian shares in Q4 2022, an estimated $289K.
  • D.A. Davidson & Co first reported a position in Appian in Q1 2020 and held it in 11 quarters.
  • D.A. Davidson & Co's Appian position peaked at $1.47M in Q4 2020.
  • 212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on D.A. Davidson & Co's 13F filing for Q4 2022, filed 3 Feb 2023.