GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Appian APPN Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-73
Closed -$6K – 327
2021
Q3 		$6K Buy
+73
New +$8.09K ﹤0.01% 726

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's APPN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Appian (APPN) in Q4 2021, closing a stake of 73 shares — an estimated $6K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in APPN in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 73 Appian shares in Q4 2021, an estimated $6K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Appian in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Appian position peaked at $6K in Q3 2021.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.