Heritage Wealth Management (Arizona)’s Appian APPN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$25.5K	Buy	782 +363	+87%	+$14.3K	﹤0.01%	621
2022 Q3	$17K	Sell	419 -144	-26%	-$6.99K	0.01%	559
2022 Q2	$26.7K	Hold	563	–	–	0.01%	501
2022 Q1	$34K	Buy	+563	New	+$31.9K	0.01%	520
2021 Q3	$71K	Sell	765 -212	-22%	-$23.5K	0.03%	402
2021 Q2	$135K	Sell	977 -1,490	-60%	-$169K	0.05%	284
2021 Q1	$328K	Buy	+2,467	New	+$436K	0.18%	96

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s APPN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Appian (APPN) stake by 87% in Q4 2022, buying an estimated $14.3K and bringing the position to 782 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Heritage Wealth Management (Arizona) first reported a position in APPN in Q1 2021 and has held it in 7 quarters since. The position peaked at $328K in Q1 2021. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

Heritage Wealth Management (Arizona) held 782 shares of Appian worth $25.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 363 Appian shares in Q4 2022, an estimated $14.3K.
Appian made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #621 holding.
Heritage Wealth Management (Arizona) first reported a position in Appian in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Appian position peaked at $328K in Q1 2021.
212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.