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
2021
Q3 		$93K Hold
10
– – 0.04% 375
2021
Q2 		$138K Buy
+10
New +$1.14K 0.05% 264

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's APPN Position: Q3 2021 in Review

Financial Gravity Asset Management held its Appian (APPN) position steady in Q3 2021 at 10 shares worth $93K. The position accounts for 0.04% of the portfolio, ranked #375.

Financial Gravity Asset Management first reported a position in APPN in Q2 2021 and has held it in 2 quarters since. The position peaked at $138K in Q2 2021. 285 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

  • Financial Gravity Asset Management held 10 shares of Appian worth $93K as of Q3 2021.
  • Financial Gravity Asset Management left its Appian share count unchanged in Q3 2021.
  • Appian made up 0.04% of Financial Gravity Asset Management's portfolio in Q3 2021, its #375 holding.
  • Financial Gravity Asset Management first reported a position in Appian in Q2 2021 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Appian position peaked at $138K in Q2 2021.
  • 285 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.