Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Appian APPN Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-40
Closed -$1.82K – 57
2023
Q3 		$1.82K Buy
+40
New +$1.92K ﹤0.01% 473

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Baillie Gifford & Co
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s APPN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Appian (APPN) in Q4 2023, closing a stake of 40 shares — an estimated $1.82K sold.

Legacy Financial Group (Iowa) first reported a position in APPN in Q3 2023 and held it in 1 quarter. The position peaked at $1.82K in Q3 2023. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 40 Appian shares in Q4 2023, an estimated $1.82K.
  • Legacy Financial Group (Iowa) first reported a position in Appian in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Appian position peaked at $1.82K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.