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Financial Advocates Investment Management’s Appian APPN Stock Holding History

Financial Advocates 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
2022
Q2 		– Sell
-4,246
Closed -$258K – 692
2022
Q1 		$258K Sell
4,246
-325
-7% -$18.4K 0.02% 616
2021
Q4 		$298K Sell
4,571
-985
-18% -$81.9K 0.02% 638
2021
Q3 		$468K Buy
5,556
+834
+18% +$92.4K 0.03% 487
2021
Q2 		$651K Sell
4,722
-25
-0.5% -$2.84K 0.04% 421
2021
Q1 		$631K Sell
4,747
-196
-4% -$34.7K 0.04% 425
2020
Q4 		$801K Sell
4,943
-84
-2% -$9.41K 0.05% 345
2020
Q3 		$326K Buy
5,027
+61
+1% +$3.3K 0.03% 463
2020
Q2 		$255K Buy
+4,966
New +$242K 0.02% 501

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's APPN Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Appian (APPN) in Q2 2022, closing a stake of 4,246 shares — an estimated $258K sold.

Financial Advocates Investment Management first reported a position in APPN in Q2 2020 and held it in 8 quarters. The position peaked at $801K in Q4 2020. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,246 Appian shares in Q2 2022, an estimated $258K.
  • Financial Advocates Investment Management first reported a position in Appian in Q2 2020 and held it in 8 quarters.
  • Financial Advocates Investment Management's Appian position peaked at $801K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.