Engrave Wealth Partners’s Appian APPN Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-125	Closed	-$6K	–	78
2020 Q2	$6K	Buy	125 +25	+25%	+$1.22K	0.01%	295
2020 Q1	$4K	Buy	+100	New	+$4.65K	﹤0.01%	285

Other funds holding APPN

ACA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Engrave Wealth Partners's APPN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Appian (APPN) in Q3 2020, closing a stake of 125 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in APPN in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 214 funds tracked by Wall St. Rank hold APPN as of Q3 2020.

Engrave Wealth Partners reported no remaining Appian position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 125 Appian shares in Q3 2020, an estimated $6K.
Engrave Wealth Partners first reported a position in Appian in Q1 2020 and held it in 2 quarters.
Engrave Wealth Partners's Appian position peaked at $6K in Q2 2020.
214 funds tracked by Wall St. Rank held Appian as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.