Glassman Wealth Services’s Appian APPN Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-3	Closed	-$113	–	314
2023 Q4	$113	Hold	3	–	–	﹤0.01%	1934
2023 Q3	$137	Hold	3	–	–	﹤0.01%	1948
2023 Q2	$143	Hold	3	–	–	﹤0.01%	1863
2023 Q1	$133	Sell	3 -23	-88%	-$930	﹤0.01%	1855
2022 Q4	$847	Buy	+26	New	+$1.02K	﹤0.01%	1470
2022 Q3	–	Sell	-15	Closed	-$1K	–	1643
2022 Q2	$1K	Sell	15 -5	-25%	-$251	﹤0.01%	1336
2022 Q1	$1K	Buy	20 +10	+100%	+$567	﹤0.01%	1319
2021 Q4	$1K	Buy	+10	New	+$831	﹤0.01%	1294
2021 Q2	–	Sell	-15	Closed	-$2K	–	1441
2021 Q1	$2K	Sell	15 -1,985	-99%	-$351K	﹤0.01%	1058
2020 Q4	$324K	Hold	2,000	–	–	0.07%	105
2020 Q3	$130K	Buy	+2,000	New	+$108K	0.04%	163

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Glassman Wealth Services's APPN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Appian (APPN) in Q1 2024, closing a stake of 3 shares — an estimated $113 sold.

Glassman Wealth Services first reported a position in APPN in Q3 2020 and held it in 11 quarters. The position peaked at $324K in Q4 2020. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

Glassman Wealth Services reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 3 Appian shares in Q1 2024, an estimated $113.
Glassman Wealth Services first reported a position in Appian in Q3 2020 and held it in 11 quarters.
Glassman Wealth Services's Appian position peaked at $324K in Q4 2020.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.