Evolution Wealth Advisors’s Appian APPN Stock Holding History

Evolution 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
2020 Q4	–	Sell	-384	Closed	-$25K	–	577
2020 Q3	$25K	Buy	+384	New	+$20.8K	0.01%	248

Other funds holding APPN

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Evolution Wealth Advisors's APPN Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Appian (APPN) in Q4 2020, closing a stake of 384 shares — an estimated $25K sold.

Evolution Wealth Advisors first reported a position in APPN in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 301 funds tracked by Wall St. Rank hold APPN as of Q4 2020.

Evolution Wealth Advisors reported no remaining Appian position as of Q4 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 384 Appian shares in Q4 2020, an estimated $25K.
Evolution Wealth Advisors first reported a position in Appian in Q3 2020 and held it in 1 quarter.
Evolution Wealth Advisors's Appian position peaked at $25K in Q3 2020.
301 funds tracked by Wall St. Rank held Appian as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.