Harbor Investment Advisory’s Appian APPN Stock Holding History

Harbor Investment Advisory’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	-80	Closed	-$3.13K	–	1163
2023 Q3	$3.65K	Buy	+80	New	+$3.83K	﹤0.01%	964
2021 Q2	–	Sell	-550	Closed	-$73K	–	1250
2021 Q1	$73K	Hold	550	–	–	0.01%	571
2020 Q4	$89K	Hold	550	–	–	0.01%	482
2020 Q3	$36K	Hold	550	–	–	0.01%	588
2020 Q2	$28K	Hold	550	–	–	0.01%	555
2020 Q1	$22K	Hold	550	–	–	0.01%	556
2019 Q4	$21K	Buy	+550	New	+$23.7K	﹤0.01%	534

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

Harbor Investment Advisory's APPN Position: Q4 2023 in Review

Harbor Investment Advisory sold out of Appian (APPN) in Q4 2023, closing a stake of 80 shares — an estimated $3.13K sold.

Harbor Investment Advisory first reported a position in APPN in Q4 2019 and held it in 7 quarters. The position peaked at $89K in Q4 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Harbor Investment Advisory reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Harbor Investment Advisory sold 80 Appian shares in Q4 2023, an estimated $3.13K.
Harbor Investment Advisory first reported a position in Appian in Q4 2019 and held it in 7 quarters.
Harbor Investment Advisory's Appian position peaked at $89K in Q4 2020.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.