Kozak & Associates’s Appian APPN Stock Holding History

Kozak & Associates’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
2022 Q2	–	Sell	-227	Closed	-$13K	–	371
2022 Q1	$13K	Hold	227	–	–	0.01%	233
2021 Q4	$13K	Buy	227 +125	+123%	+$10.4K	0.01%	233
2021 Q3	$9K	Buy	+102	New	+$11.3K	0.01%	246

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

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

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kozak & Associates's APPN Position: Q2 2022 in Review

Kozak & Associates sold out of Appian (APPN) in Q2 2022, closing a stake of 227 shares — an estimated $13K sold.

Kozak & Associates first reported a position in APPN in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q1 2022. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

Kozak & Associates reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
Kozak & Associates sold 227 Appian shares in Q2 2022, an estimated $13K.
Kozak & Associates first reported a position in Appian in Q3 2021 and held it in 3 quarters.
Kozak & Associates's Appian position peaked at $13K in Q1 2022.
243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Kozak & Associates's 13F filing for Q2 2022, filed 12 Oct 2022.