JFS Wealth Advisors’s Appian APPN Stock Holding History

JFS Wealth Advisors’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 Q4	–	Sell	-69	Closed	-$2.36K	–	1945
2024 Q3	$2.36K	Hold	69	–	–	﹤0.01%	1412
2024 Q2	$2.13K	Hold	69	–	–	﹤0.01%	1407
2024 Q1	$2.76K	Hold	69	–	–	﹤0.01%	1325
2023 Q4	$2.6K	Hold	69	–	–	﹤0.01%	1318
2023 Q3	$3.15K	Hold	69	–	–	﹤0.01%	1197
2023 Q2	$3.29K	Hold	69	–	–	﹤0.01%	1198
2023 Q1	$3.06K	Hold	69	–	–	﹤0.01%	1197
2022 Q4	$2.25K	Sell	69 -182	-73%	-$7.18K	﹤0.01%	1329
2022 Q3	$10K	Hold	251	–	–	﹤0.01%	715
2022 Q2	$12K	Hold	251	–	–	﹤0.01%	706
2022 Q1	$15K	Hold	251	–	–	﹤0.01%	671
2021 Q4	$16K	Hold	251	–	–	﹤0.01%	607
2021 Q3	$23K	Buy	251 +182	+264%	+$20.2K	﹤0.01%	520
2021 Q2	$10K	Hold	69	–	–	﹤0.01%	439
2021 Q1	$9K	Hold	69	–	–	﹤0.01%	423
2020 Q4	$11K	Hold	69	–	–	﹤0.01%	409
2020 Q3	$4K	Hold	69	–	–	﹤0.01%	458
2020 Q2	$4K	Buy	69 +27	+64%	+$1.32K	﹤0.01%	437
2020 Q1	$2K	Buy	+42	New	+$1.95K	﹤0.01%	428

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

JFS Wealth Advisors's APPN Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Appian (APPN) in Q4 2024, closing a stake of 69 shares — an estimated $2.36K sold.

JFS Wealth Advisors first reported a position in APPN in Q1 2020 and held it in 19 quarters. The position peaked at $23K in Q3 2021. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

JFS Wealth Advisors reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 69 Appian shares in Q4 2024, an estimated $2.36K.
JFS Wealth Advisors first reported a position in Appian in Q1 2020 and held it in 19 quarters.
JFS Wealth Advisors's Appian position peaked at $23K in Q3 2021.
203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.