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Hantz Financial Services’s Appian APPN Stock Holding History

Hantz Financial Services’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
2024
Q3 		– Sell
-202
Closed -$6K – 1068
2024
Q2 		$6K Sell
202
-400
-66% -$13.1K ﹤0.01% 839
2024
Q1 		$24K Hold
602
– – ﹤0.01% 722
2023
Q4 		$23K Sell
602
-95
-14% -$3.71K ﹤0.01% 715
2023
Q3 		$32K Buy
697
+20
+3% +$958 ﹤0.01% 672
2023
Q2 		$32K Hold
677
– – ﹤0.01% 658
2023
Q1 		$30K Buy
677
+277
+69% +$11.2K ﹤0.01% 667
2022
Q4 		$13K Hold
400
– – ﹤0.01% 718
2022
Q3 		$16K Hold
400
– – ﹤0.01% 680
2022
Q2 		$19K Hold
400
– – ﹤0.01% 667
2022
Q1 		$24K Buy
+400
New +$22.7K ﹤0.01% 667

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Hantz Financial Services's APPN Position: Q3 2024 in Review

Hantz Financial Services sold out of Appian (APPN) in Q3 2024, closing a stake of 202 shares — an estimated $6K sold.

Hantz Financial Services first reported a position in APPN in Q1 2022 and held it in 10 quarters. The position peaked at $32K in Q3 2023. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

  • Hantz Financial Services reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
  • Hantz Financial Services sold 202 Appian shares in Q3 2024, an estimated $6K.
  • Hantz Financial Services first reported a position in Appian in Q1 2022 and held it in 10 quarters.
  • Hantz Financial Services's Appian position peaked at $32K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Hantz Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.