GWSA
APPN icon

Global Wealth Strategies & Associates’s Appian APPN Stock Holding History

Global Wealth Strategies & Associates’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
-19
Closed -$904 – 351
2023
Q2 		$904 Hold
19
– – ﹤0.01% 276
2023
Q1 		$843 Sell
19
-31
-62% -$1.25K ﹤0.01% 298
2022
Q4 		$1.63K Buy
+50
New +$1.97K ﹤0.01% 281

Other funds holding APPN

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
Baillie Gifford & Co
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Strategies & Associates's APPN Position: Q3 2023 in Review

Global Wealth Strategies & Associates sold out of Appian (APPN) in Q3 2023, closing a stake of 19 shares — an estimated $904 sold.

Global Wealth Strategies & Associates first reported a position in APPN in Q4 2022 and held it in 3 quarters. The position peaked at $1.63K in Q4 2022. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

  • Global Wealth Strategies & Associates reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 19 Appian shares in Q3 2023, an estimated $904.
  • Global Wealth Strategies & Associates first reported a position in Appian in Q4 2022 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Appian position peaked at $1.63K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2023, filed 20 Oct 2023.