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HHM Wealth Advisors’s Appian APPN Stock Holding History

HHM Wealth Advisors’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
Q2 		– Sell
-275
Closed -$17K – 776
2022
Q1 		$17K Hold
275
– – ﹤0.01% 455
2021
Q4 		$18K Buy
275
+132
+92% +$11K ﹤0.01% 438
2021
Q3 		$13K Buy
143
+110
+333% +$12.2K ﹤0.01% 459
2021
Q2 		$5K Buy
33
+25
+313% +$2.84K ﹤0.01% 522
2021
Q1 		$1K Hold
8
– – ﹤0.01% 552
2020
Q4 		$1K Hold
8
– – ﹤0.01% 505
2020
Q3 		$1K Hold
8
– – ﹤0.01% 478
2020
Q2 		$0 Buy
+8
New +$390 ﹤0.01% 482

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HHM Wealth Advisors's APPN Position: Q2 2022 in Review

HHM Wealth Advisors sold out of Appian (APPN) in Q2 2022, closing a stake of 275 shares — an estimated $17K sold.

HHM Wealth Advisors first reported a position in APPN in Q2 2020 and held it in 8 quarters. The position peaked at $18K in Q4 2021. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

  • HHM Wealth Advisors reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 275 Appian shares in Q2 2022, an estimated $17K.
  • HHM Wealth Advisors first reported a position in Appian in Q2 2020 and held it in 8 quarters.
  • HHM Wealth Advisors's Appian position peaked at $18K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on HHM Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.