GSWM
APPN icon

Golden State Wealth Management’s Appian APPN Stock Holding History

Golden State 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
2026
Q1 		$193 Sell
8
-28
-78% -$760 ﹤0.01% 1553
2025
Q4 		$1.27K Buy
36
+28
+350% +$997 ﹤0.01% 1470
2025
Q3 		$245 Hold
8
– – ﹤0.01% 1607
2025
Q2 		$239 Sell
8
-50
-86% -$1.5K ﹤0.01% 1524
2025
Q1 		$1.67K Sell
58
-20
-26% -$655 ﹤0.01% 1346
2024
Q4 		$2.57K Buy
+78
New +$2.79K ﹤0.01% 1224
2020
Q2 		– Sell
-325
Closed -$13K – 240
2020
Q1 		$13K Buy
+325
New +$15.1K 0.01% 566
2019
Q4 		– Sell
-100
Closed -$5K – 103
2019
Q3 		$5K Hold
100
– – ﹤0.01% 849
2019
Q2 		$3K Hold
100
– – ﹤0.01% 928
2019
Q1 		$3K Buy
+100
New +$3.38K ﹤0.01% 967

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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