Focused Wealth Management’s Appian APPN Stock Holding History

Focused Wealth 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 Q1	–	Sell	-600	Closed	-$39K	–	984
2021 Q4	$39K	Sell	600 -200	-25%	-$16.6K	0.01%	398
2021 Q3	$74K	Buy	+800	New	+$88.6K	0.01%	333

Other funds holding APPN

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Focused Wealth Management's APPN Position: Q1 2022 in Review

Focused Wealth Management sold out of Appian (APPN) in Q1 2022, closing a stake of 600 shares — an estimated $39K sold.

Focused Wealth Management first reported a position in APPN in Q3 2021 and held it in 2 quarters. The position peaked at $74K in Q3 2021. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

Focused Wealth Management reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
Focused Wealth Management sold 600 Appian shares in Q1 2022, an estimated $39K.
Focused Wealth Management first reported a position in Appian in Q3 2021 and held it in 2 quarters.
Focused Wealth Management's Appian position peaked at $74K in Q3 2021.
269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on Focused Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.