Institutional & Family Asset Management’s Appian APPN Stock Holding History

Institutional & Family Asset 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 Q1	–	Sell	-5	Closed	-$188	–	736
2023 Q4	$188	Hold	5	–	–	﹤0.01%	695
2023 Q3	$228	Hold	5	–	–	﹤0.01%	696
2023 Q2	$238	Hold	5	–	–	﹤0.01%	724
2023 Q1	$222	Hold	5	–	–	﹤0.01%	713
2022 Q4	$163	Hold	5	–	–	﹤0.01%	702
2022 Q3	$0	Hold	5	–	–	﹤0.01%	703
2022 Q2	$0	Hold	5	–	–	﹤0.01%	719
2022 Q1	$0	Hold	5	–	–	﹤0.01%	764
2021 Q4	$0	Hold	5	–	–	﹤0.01%	796
2021 Q3	$0	Hold	5	–	–	﹤0.01%	908
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	866
2021 Q1	$1K	Sell	5 -33	-87%	-$5.84K	﹤0.01%	837
2020 Q4	$6K	Buy	+38	New	+$4.25K	﹤0.01%	609

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

Institutional & Family Asset Management's APPN Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Appian (APPN) in Q1 2024, closing a stake of 5 shares — an estimated $188 sold.

Institutional & Family Asset Management first reported a position in APPN in Q4 2020 and held it in 13 quarters. The position peaked at $6K in Q4 2020. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

Institutional & Family Asset Management reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 5 Appian shares in Q1 2024, an estimated $188.
Institutional & Family Asset Management first reported a position in Appian in Q4 2020 and held it in 13 quarters.
Institutional & Family Asset Management's Appian position peaked at $6K in Q4 2020.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.