Ladenburg Thalmann Financial Services’s Appian APPN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$808K	Buy	21,071 +1,174	+6%	+$50.6K	0.01%	1433
2019 Q3	$946K	Sell	19,897 -4,233	-18%	-$198K	0.01%	1287
2019 Q2	$866K	Buy	24,130 +2,094	+10%	+$71.7K	0.01%	1326
2019 Q1	$759K	Buy	22,036 +3,917	+22%	+$132K	0.01%	1373
2018 Q4	$483K	Sell	18,119 -168	-0.9%	-$4.49K	﹤0.01%	1550
2018 Q3	$600K	Buy	18,287 +15,557	+570%	+$531K	0.01%	1470
2018 Q2	$69K	Hold	2,730	–	–	﹤0.01%	3024
2018 Q1	$69K	Buy	2,730 +1,057	+63%	+$32K	﹤0.01%	3024
2017 Q4	$53K	Buy	1,673 +1,494	+835%	+$34.5K	﹤0.01%	3171
2017 Q3	$5K	Buy	+179	New	+$3.91K	﹤0.01%	4376

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's APPN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Appian (APPN) stake by 5.9% in Q4 2019, buying an estimated $50.6K and bringing the position to 21,071 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #1433.

Ladenburg Thalmann Financial Services first reported a position in APPN in Q3 2017 and has held it in 10 quarters since. The position peaked at $946K in Q3 2019. 159 funds tracked by Wall St. Rank hold APPN as of Q4 2019.

Ladenburg Thalmann Financial Services held 21,071 shares of Appian worth $808K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,174 Appian shares in Q4 2019, an estimated $50.6K.
Appian made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1433 holding.
Ladenburg Thalmann Financial Services first reported a position in Appian in Q3 2017 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's Appian position peaked at $946K in Q3 2019.
159 funds tracked by Wall St. Rank held Appian as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.