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Laurel Wealth Advisors (North Carolina)’s Appian APPN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q3 		– Sell
-70
Closed -$4K – 527
2020
Q2 		$4K Hold
70
– – ﹤0.01% 426
2020
Q1 		$3K Buy
+70
New +$3.25K ﹤0.01% 437

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s APPN Position: Q3 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Appian (APPN) in Q3 2020, closing a stake of 70 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in APPN in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 214 funds tracked by Wall St. Rank hold APPN as of Q3 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Appian position as of Q3 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 70 Appian shares in Q3 2020, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Appian in Q1 2020 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Appian position peaked at $4K in Q2 2020.
  • 214 funds tracked by Wall St. Rank held Appian as of Q3 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2020, filed 10 Nov 2020.