Halpern Financial’s Appian APPN Stock Holding History

Halpern Financial’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
2020 Q1	–	Sell	-200	Closed	-$7.64K	–	161
2019 Q4	$7.64K	Buy	+200	New	+$8.62K	0.01%	131

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Halpern Financial's APPN Position: Q1 2020 in Review

Halpern Financial sold out of Appian (APPN) in Q1 2020, closing a stake of 200 shares — an estimated $7.64K sold.

Halpern Financial first reported a position in APPN in Q4 2019 and held it in 1 quarter. The position peaked at $7.64K in Q4 2019. 172 funds tracked by Wall St. Rank hold APPN as of Q1 2020.

Halpern Financial reported no remaining Appian position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 200 Appian shares in Q1 2020, an estimated $7.64K.
Halpern Financial first reported a position in Appian in Q4 2019 and held it in 1 quarter.
Halpern Financial's Appian position peaked at $7.64K in Q4 2019.
172 funds tracked by Wall St. Rank held Appian as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.