Level Four Advisory Services’s Appian APPN Stock Holding History

Level Four Advisory Services’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
2021 Q3	–	Sell	-3,239	Closed	-$446K	–	472
2021 Q2	$446K	Buy	+3,239	New	+$368K	0.03%	425

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Four Advisory Services's APPN Position: Q3 2021 in Review

Level Four Advisory Services sold out of Appian (APPN) in Q3 2021, closing a stake of 3,239 shares — an estimated $446K sold.

Level Four Advisory Services first reported a position in APPN in Q2 2021 and held it in 1 quarter. The position peaked at $446K in Q2 2021. 284 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

Level Four Advisory Services reported no remaining Appian position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 3,239 Appian shares in Q3 2021, an estimated $446K.
Level Four Advisory Services first reported a position in Appian in Q2 2021 and held it in 1 quarter.
Level Four Advisory Services's Appian position peaked at $446K in Q2 2021.
284 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.