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Joseph Group Capital Management’s Appian APPN Stock Holding History

Joseph Group Capital 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
2023
Q1 		– Sell
-260
Closed -$8K – 82
2022
Q4 		$8K Hold
260
– – 0.01% 88
2022
Q3 		$11K Buy
+260
New +$12.6K 0.01% 71

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joseph Group Capital Management's APPN Position: Q1 2023 in Review

Joseph Group Capital Management sold out of Appian (APPN) in Q1 2023, closing a stake of 260 shares — an estimated $8K sold.

Joseph Group Capital Management first reported a position in APPN in Q3 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 209 funds tracked by Wall St. Rank hold APPN as of Q1 2023.

  • Joseph Group Capital Management reported no remaining Appian position as of Q1 2023 after selling out during the quarter.
  • Joseph Group Capital Management sold 260 Appian shares in Q1 2023, an estimated $8K.
  • Joseph Group Capital Management first reported a position in Appian in Q3 2022 and held it in 2 quarters.
  • Joseph Group Capital Management's Appian position peaked at $11K in Q3 2022.
  • 209 funds tracked by Wall St. Rank held Appian as of Q1 2023.

Based on Joseph Group Capital Management's 13F filing for Q1 2023, filed 4 May 2023.