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Legend Financial Advisors’s Appian APPN Stock Holding History

Legend Financial Advisors’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
2025
Q1 		– Sell
-7
Closed -$231 – 46
2024
Q4 		$231 Hold
7
– – ﹤0.01% 240
2024
Q3 		$239 Hold
7
– – ﹤0.01% 149
2024
Q2 		$216 Buy
+7
New +$230 ﹤0.01% 268

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Legend Financial Advisors's APPN Position: Q1 2025 in Review

Legend Financial Advisors sold out of Appian (APPN) in Q1 2025, closing a stake of 7 shares — an estimated $231 sold.

Legend Financial Advisors first reported a position in APPN in Q2 2024 and held it in 3 quarters. The position peaked at $239 in Q3 2024. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

  • Legend Financial Advisors reported no remaining Appian position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 7 Appian shares in Q1 2025, an estimated $231.
  • Legend Financial Advisors first reported a position in Appian in Q2 2024 and held it in 3 quarters.
  • Legend Financial Advisors's Appian position peaked at $239 in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.