Delos Wealth Advisors’s Appian APPN Stock Holding History

Delos Wealth Advisors’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	-5	Closed	-$171	–	200
2024 Q3	$171	Hold	5	–	–	﹤0.01%	179
2024 Q2	$155	Hold	5	–	–	﹤0.01%	332
2024 Q1	$200	Hold	5	–	–	﹤0.01%	332
2023 Q4	$189	Hold	5	–	–	﹤0.01%	319
2023 Q3	$244	Hold	5	–	–	﹤0.01%	345
2023 Q2	$238	Hold	5	–	–	﹤0.01%	345
2023 Q1	$222	Sell	5 -163	-97%	-$6.59K	﹤0.01%	360
2022 Q4	$5.47K	Hold	168	–	–	0.01%	173
2022 Q3	$7K	Hold	168	–	–	0.01%	155
2022 Q2	$8K	Hold	168	–	–	0.01%	149
2022 Q1	$10K	Hold	168	–	–	0.01%	165
2021 Q4	$11K	Hold	168	–	–	0.01%	195
2021 Q3	$16K	Hold	168	–	–	0.02%	77
2021 Q2	$23K	Buy	+168	New	+$19.1K	0.03%	64

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

Delos Wealth Advisors's APPN Position: Q4 2024 in Review

Delos Wealth Advisors sold out of Appian (APPN) in Q4 2024, closing a stake of 5 shares — an estimated $171 sold.

Delos Wealth Advisors first reported a position in APPN in Q2 2021 and held it in 14 quarters. The position peaked at $23K in Q2 2021. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

Delos Wealth Advisors reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
Delos Wealth Advisors sold 5 Appian shares in Q4 2024, an estimated $171.
Delos Wealth Advisors first reported a position in Appian in Q2 2021 and held it in 14 quarters.
Delos Wealth Advisors's Appian position peaked at $23K in Q2 2021.
203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Delos Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.