Howe & Rusling’s Appian APPN Stock Holding History

Howe & Rusling’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	–	Sell	-200	Closed	-$8K	–	361
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	568
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	552
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	501
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	493
2021 Q3	$19K	Buy	+200	New	+$22.2K	﹤0.01%	420

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

Howe & Rusling's APPN Position: Q4 2022 in Review

Howe & Rusling sold out of Appian (APPN) in Q4 2022, closing a stake of 200 shares — an estimated $8K sold.

Howe & Rusling first reported a position in APPN in Q3 2021 and held it in 5 quarters. The position peaked at $19K in Q3 2021. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

Howe & Rusling reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 200 Appian shares in Q4 2022, an estimated $8K.
Howe & Rusling first reported a position in Appian in Q3 2021 and held it in 5 quarters.
Howe & Rusling's Appian position peaked at $19K in Q3 2021.
212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.