IAA
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Independent Advisor Alliance’s Appian APPN Stock Holding History

Independent Advisor Alliance’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
-7,848
Closed -$314K – 706
2024
Q1 		$314K Sell
7,848
-1,332
-15% -$46.2K 0.01% 556
2023
Q4 		$346K Sell
9,180
-765
-8% -$29.9K 0.01% 512
2023
Q3 		$454K Sell
9,945
-377
-4% -$18.1K 0.02% 431
2023
Q2 		$491K Buy
10,322
+186
+2% +$7.84K 0.02% 431
2023
Q1 		$450K Buy
+10,136
New +$410K 0.02% 441
2022
Q4 		– Sell
-9,485
Closed -$387K – 436
2022
Q3 		$387K Sell
9,485
-1,291
-12% -$62.6K 0.02% 428
2022
Q2 		$510K Sell
10,776
-620
-5% -$31.2K 0.03% 364
2022
Q1 		$693K Buy
11,396
+613
+6% +$34.8K 0.03% 336
2021
Q4 		$703K Sell
10,783
-7,889
-42% -$656K 0.03% 325
2021
Q3 		$1.73M Sell
18,672
-65
-0.3% -$7.2K 0.1% 174
2021
Q2 		$2.58M Sell
18,737
-390
-2% -$44.3K 0.14% 146
2021
Q1 		$2.54M Buy
19,127
+8,036
+72% +$1.42M 0.15% 132
2020
Q4 		$1.8M Buy
11,091
+1,263
+13% +$141K 0.12% 145
2020
Q3 		$636K Buy
9,828
+605
+7% +$32.7K 0.05% 245
2020
Q2 		$473K Buy
+9,223
New +$450K 0.05% 279

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

Independent Advisor Alliance's APPN Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Appian (APPN) in Q2 2024, closing a stake of 7,848 shares — an estimated $314K sold.

Independent Advisor Alliance first reported a position in APPN in Q2 2020 and held it in 15 quarters. The position peaked at $2.58M in Q2 2021. 194 funds tracked by Wall St. Rank hold APPN as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Appian position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,848 Appian shares in Q2 2024, an estimated $314K.
  • Independent Advisor Alliance first reported a position in Appian in Q2 2020 and held it in 15 quarters.
  • Independent Advisor Alliance's Appian position peaked at $2.58M in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Appian as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.