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JP Morgan Private Wealth Advisors’s Appian APPN Stock Holding History

JP Morgan Private 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
2021
Q2 		– Sell
-2,813
Closed -$374K – 1898
2021
Q1 		$374K Sell
2,813
-4,004
-59% -$708K ﹤0.01% 1436
2020
Q4 		$1.1M Buy
+6,817
New +$763K ﹤0.01% 969

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's APPN Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of Appian (APPN) in Q2 2021, closing a stake of 2,813 shares — an estimated $374K sold.

JP Morgan Private Wealth Advisors first reported a position in APPN in Q4 2020 and held it in 2 quarters. The position peaked at $1.1M in Q4 2020. 283 funds tracked by Wall St. Rank hold APPN as of Q2 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Appian position as of Q2 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,813 Appian shares in Q2 2021, an estimated $374K.
  • JP Morgan Private Wealth Advisors first reported a position in Appian in Q4 2020 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Appian position peaked at $1.1M in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Appian as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.