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Fernwood Investment Management’s Appian APPN Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-7
Closed -$280 – 226
2024
Q1 		$280 Buy
+7
New +$243 ﹤0.01% 703

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 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

Fernwood Investment Management's APPN Position: Q2 2024 in Review

Fernwood Investment Management sold out of Appian (APPN) in Q2 2024, closing a stake of 7 shares — an estimated $280 sold.

Fernwood Investment Management first reported a position in APPN in Q1 2024 and held it in 1 quarter. The position peaked at $280 in Q1 2024. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

  • Fernwood Investment Management reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 7 Appian shares in Q2 2024, an estimated $280.
  • Fernwood Investment Management first reported a position in Appian in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Appian position peaked at $280 in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.