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Lenox Wealth Advisors’s Appian APPN Stock Holding History

Lenox Wealth 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
2022
Q1 		$2K Hold
30
– – ﹤0.01% 633
2021
Q4 		$2K Hold
30
– – ﹤0.01% 691
2021
Q3 		$3K Hold
30
– – ﹤0.01% 596
2021
Q2 		$4K Hold
30
– – ﹤0.01% 576
2021
Q1 		$4K Hold
30
– – ﹤0.01% 526
2020
Q4 		$5K Hold
30
– – ﹤0.01% 495
2020
Q3 		$2K Hold
30
– – ﹤0.01% 501
2020
Q2 		$2K Buy
+30
New +$1.46K ﹤0.01% 503

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
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
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's APPN Position: Q1 2022 in Review

Lenox Wealth Advisors held its Appian (APPN) position steady in Q1 2022 at 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Lenox Wealth Advisors first reported a position in APPN in Q2 2020 and has held it in 8 quarters since. The position peaked at $5K in Q4 2020. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

  • Lenox Wealth Advisors held 30 shares of Appian worth $2K as of Q1 2022.
  • Lenox Wealth Advisors left its Appian share count unchanged in Q1 2022.
  • Appian made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #633 holding.
  • Lenox Wealth Advisors first reported a position in Appian in Q2 2020 and has held it in 8 quarters since.
  • Lenox Wealth Advisors's Appian position peaked at $5K in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.