Lee Financial’s Appian APPN Stock Holding History

Lee Financial’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 Q4	–	Sell	-1,000	Closed	-$65K	–	474
2020 Q3	$65K	Hold	1,000	–	–	0.02%	194
2020 Q2	$51K	Buy	+1,000	New	+$48.8K	0.01%	200

Other funds holding APPN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's APPN Position: Q4 2020 in Review

Lee Financial sold out of Appian (APPN) in Q4 2020, closing a stake of 1,000 shares — an estimated $65K sold.

Lee Financial first reported a position in APPN in Q2 2020 and held it in 2 quarters. The position peaked at $65K in Q3 2020. 301 funds tracked by Wall St. Rank hold APPN as of Q4 2020.

Lee Financial reported no remaining Appian position as of Q4 2020 after selling out during the quarter.
Lee Financial sold 1,000 Appian shares in Q4 2020, an estimated $65K.
Lee Financial first reported a position in Appian in Q2 2020 and held it in 2 quarters.
Lee Financial's Appian position peaked at $65K in Q3 2020.
301 funds tracked by Wall St. Rank held Appian as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.