FGAM
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Financial Gravity Asset Management’s Appian APPN Stock Holding History

Financial Gravity 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
2024
Q2 		– Sell
-11
Closed -$425 – 1485
2024
Q1 		$425 Buy
+11
New +$381 ﹤0.01% 1409
2023
Q3 		– Sell
-48
Closed -$491 – 1267
2023
Q2 		$491 Buy
+48
New +$2.02K ﹤0.01% 1006
2023
Q1 		– Sell
-33
Closed -$222 – 1150
2022
Q4 		$222 Buy
+33
New +$1.3K ﹤0.01% 918
2022
Q1 		– Sell
-1,365
Closed -$668 – 906
2021
Q4 		$668 Buy
1,365
+1,355
+13,550% +$113K 0.02% 444
2021
Q3 		$93K Hold
10
– – 0.04% 375
2021
Q2 		$138K Buy
+10
New +$1.14K 0.05% 264
2020
Q2 		$4K Buy
+70
New +$3.42K 1.23% 8

Other funds holding APPN

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
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

Financial Gravity Asset Management's APPN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Appian (APPN) in Q2 2024, closing a stake of 11 shares — an estimated $425 sold.

Financial Gravity Asset Management first reported a position in APPN in Q2 2020 and held it in 7 quarters. The position peaked at $138K in Q2 2021. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 11 Appian shares in Q2 2024, an estimated $425.
  • Financial Gravity Asset Management first reported a position in Appian in Q2 2020 and held it in 7 quarters.
  • Financial Gravity Asset Management's Appian position peaked at $138K in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.