Envestnet Asset Management
APPN icon

Envestnet Asset Management’s Appian APPN Stock Holding History

Envestnet Asset Management’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
2021
Q3 		– Sell
-4,777
Closed -$658K – 3670
2021
Q2 		$658K Buy
4,777
+356
+8% +$40.4K ﹤0.01% 2806
2021
Q1 		$588K Buy
4,421
+1,184
+37% +$209K ﹤0.01% 2745
2020
Q4 		$525K Buy
+3,237
New +$362K ﹤0.01% 2631
2019
Q4 		– Sell
-7,523
Closed -$357K – 3075
2019
Q3 		$357K Buy
+7,523
New +$352K ﹤0.01% 2559

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management's APPN Position: Q3 2021 in Review

Envestnet Asset Management sold out of Appian (APPN) in Q3 2021, closing a stake of 4,777 shares — an estimated $658K sold.

Envestnet Asset Management first reported a position in APPN in Q3 2019 and held it in 4 quarters. The position peaked at $658K in Q2 2021. 284 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

  • Envestnet Asset Management reported no remaining Appian position as of Q3 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 4,777 Appian shares in Q3 2021, an estimated $658K.
  • Envestnet Asset Management first reported a position in Appian in Q3 2019 and held it in 4 quarters.
  • Envestnet Asset Management's Appian position peaked at $658K in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Envestnet Asset Management's 13F filing for Q3 2021, filed 7 Oct 2021.