IGWM
APPN icon

ICA Group Wealth Management’s Appian APPN Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-20
Closed -$799 – 814
2024
Q1 		$799 Sell
20
-45
-69% -$1.56K ﹤0.01% 1258
2023
Q4 		$2.45K Buy
+65
New +$2.54K ﹤0.01% 1154
2023
Q3 		– Sell
-65
Closed -$3.09K – 290
2023
Q2 		$3.09K Buy
65
+20
+44% +$843 ﹤0.01% 1066
2023
Q1 		$2K Hold
45
– – ﹤0.01% 1084
2022
Q4 		$1.47K Buy
+45
New +$1.77K ﹤0.01% 1144

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 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

ICA Group Wealth Management's APPN Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Appian (APPN) in Q2 2024, closing a stake of 20 shares — an estimated $799 sold.

ICA Group Wealth Management first reported a position in APPN in Q4 2022 and held it in 5 quarters. The position peaked at $3.09K in Q2 2023. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 20 Appian shares in Q2 2024, an estimated $799.
  • ICA Group Wealth Management first reported a position in Appian in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Appian position peaked at $3.09K in Q2 2023.
  • 194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.