Lake Point Wealth Management’s Appian APPN Stock Holding History

Lake Point Wealth 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
2022 Q2	$7K	Hold	147	–	–	﹤0.01%	183
2022 Q1	$9K	Hold	147	–	–	﹤0.01%	171
2021 Q4	$10K	Hold	147	–	–	﹤0.01%	168
2021 Q3	$14K	Hold	147	–	–	0.01%	135
2021 Q2	$20K	Buy	+147	New	+$16.7K	0.01%	118
2020 Q1	$4K	Hold	110	–	–	﹤0.01%	177
2019 Q4	$4K	Buy	+110	New	+$4.74K	﹤0.01%	393
2019 Q2	$4K	Hold	110	–	–	﹤0.01%	447
2019 Q1	$4K	Hold	110	–	–	﹤0.01%	447
2018 Q4	$3K	Buy	+110	New	+$2.94K	﹤0.01%	621

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

Lake Point Wealth Management's APPN Position: Q2 2022 in Review

Lake Point Wealth Management held its Appian (APPN) position steady in Q2 2022 at 147 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Lake Point Wealth Management first reported a position in APPN in Q4 2018 and has held it in 10 quarters since. The position peaked at $20K in Q2 2021. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

Lake Point Wealth Management held 147 shares of Appian worth $7K as of Q2 2022.
Lake Point Wealth Management left its Appian share count unchanged in Q2 2022.
Appian made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #183 holding.
Lake Point Wealth Management first reported a position in Appian in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Appian position peaked at $20K in Q2 2021.
243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.