KFP
APPN icon

Keener Financial Planning’s Appian APPN Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-314
Closed -$9K – 73
2025
Q3 		$9K Hold
314
– – ﹤0.01% 162
2025
Q2 		$9K Hold
314
– – ﹤0.01% 161
2025
Q1 		$9K Hold
314
– – 0.01% 125
2024
Q4 		$10K Hold
314
– – 0.01% 130
2024
Q3 		$10K Hold
314
– – 0.01% 128
2024
Q2 		$9K Hold
314
– – 0.01% 136
2024
Q1 		$13K Hold
314
– – 0.01% 143
2023
Q4 		$12K Buy
+314
New +$12.3K 0.01% 134

Other funds holding APPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return