Global Wealth Management Investment Advisory’s Appian APPN Stock Holding History

Global Wealth Management Investment Advisory’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
2023 Q3	–	Sell	-1	Closed	-$48	–	478
2023 Q2	$48	Buy	+1	New	+$42	﹤0.01%	479
2020 Q3	–	Sell	-100	Closed	-$5K	–	449
2020 Q2	$5K	Sell	100 -50	-33%	-$2.44K	﹤0.01%	419
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	392
2019 Q4	$6K	Hold	150	–	–	﹤0.01%	413
2019 Q3	$7K	Buy	+150	New	+$7.02K	﹤0.01%	362
2019 Q2	–	Sell	-200	Closed	-$7K	–	678
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	414
2018 Q4	$5K	Buy	+200	New	+$5.34K	﹤0.01%	478

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

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

HRCM

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Global Wealth Management Investment Advisory's APPN Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Appian (APPN) in Q3 2023, closing a stake of 1 share — an estimated $48 sold.

Global Wealth Management Investment Advisory first reported a position in APPN in Q4 2018 and held it in 7 quarters. The position peaked at $7K in Q3 2019. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

Global Wealth Management Investment Advisory reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1 Appian share in Q3 2023, an estimated $48.
Global Wealth Management Investment Advisory first reported a position in Appian in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Appian position peaked at $7K in Q3 2019.
202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.