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Independent Solutions Wealth Management’s Appian APPN Stock Holding History

Independent Solutions 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
2021
Q4 		– Sell
-9,176
Closed -$849K – 228
2021
Q3 		$849K Buy
9,176
+58
+0.6% +$6.42K 0.21% 98
2021
Q2 		$1.26M Buy
9,118
+824
+10% +$93.6K 0.3% 81
2021
Q1 		$1.1M Buy
8,294
+1,387
+20% +$245K 0.3% 74
2020
Q4 		$1.12M Buy
+6,907
New +$773K 0.35% 63

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 Solutions Wealth Management's APPN Position: Q4 2021 in Review

Independent Solutions Wealth Management sold out of Appian (APPN) in Q4 2021, closing a stake of 9,176 shares — an estimated $849K sold.

Independent Solutions Wealth Management first reported a position in APPN in Q4 2020 and held it in 4 quarters. The position peaked at $1.26M in Q2 2021. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Independent Solutions Wealth Management reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 9,176 Appian shares in Q4 2021, an estimated $849K.
  • Independent Solutions Wealth Management first reported a position in Appian in Q4 2020 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Appian position peaked at $1.26M in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2021, filed 19 Dec 2024.