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Independent Financial Group’s Appian APPN Stock Holding History

Independent Financial Group’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
2021
Q4 		– Sell
-2,701
Closed -$250K – 776
2021
Q3 		$250K Buy
2,701
+927
+52% +$103K 0.03% 592
2021
Q2 		$244K Sell
1,774
-278
-14% -$31.6K 0.03% 592
2021
Q1 		$273K Sell
2,052
-138
-6% -$24.4K 0.04% 493
2020
Q4 		$355K Buy
+2,190
New +$245K 0.05% 381

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Financial Group's APPN Position: Q4 2021 in Review

Independent Financial Group sold out of Appian (APPN) in Q4 2021, closing a stake of 2,701 shares — an estimated $250K sold.

Independent Financial Group first reported a position in APPN in Q4 2020 and held it in 4 quarters. The position peaked at $355K in Q4 2020. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Independent Financial Group reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 2,701 Appian shares in Q4 2021, an estimated $250K.
  • Independent Financial Group first reported a position in Appian in Q4 2020 and held it in 4 quarters.
  • Independent Financial Group's Appian position peaked at $355K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.