Gradient Investments’s Appian APPN Stock Holding History

Gradient Investments’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 Q4	–	Sell	-50	Closed	-$2.28K	–	1834
2023 Q3	$2.28K	Hold	50	–	–	﹤0.01%	1148
2023 Q2	$2.38K	Hold	50	–	–	﹤0.01%	1118
2023 Q1	$2.22K	Hold	50	–	–	﹤0.01%	1093
2022 Q4	$1.63K	Hold	50	–	–	﹤0.01%	1126
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	1119
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	1023
2022 Q1	$3K	Sell	50 -100	-67%	-$5.67K	﹤0.01%	956
2021 Q4	$10K	Buy	150 +100	+200%	+$8.31K	﹤0.01%	784
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	869
2021 Q2	$7K	Hold	50	–	–	﹤0.01%	813
2021 Q1	$7K	Hold	50	–	–	﹤0.01%	818
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	871
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	877
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	814
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	891
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	920
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	909
2019 Q2	$2K	Buy	+50	New	+$1.71K	﹤0.01%	861

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's APPN Position: Q4 2023 in Review

Gradient Investments sold out of Appian (APPN) in Q4 2023, closing a stake of 50 shares — an estimated $2.28K sold.

Gradient Investments first reported a position in APPN in Q2 2019 and held it in 18 quarters. The position peaked at $10K in Q4 2021. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Gradient Investments reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 50 Appian shares in Q4 2023, an estimated $2.28K.
Gradient Investments first reported a position in Appian in Q2 2019 and held it in 18 quarters.
Gradient Investments's Appian position peaked at $10K in Q4 2021.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.