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Lumature Wealth Partners’s Appian APPN Stock Holding History

Lumature Wealth Partners’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
Q2 		$28.6K Hold
600
– – 0.02% 255
2023
Q1 		$26.6K Buy
+600
New +$24.3K 0.01% 259
2022
Q3 		– Sell
-600
Closed -$28K – 388
2022
Q2 		$28K Hold
600
– – 0.01% 264
2022
Q1 		$36K Hold
600
– – 0.01% 275
2021
Q4 		$39K Hold
600
– – 0.02% 239
2021
Q3 		$56K Buy
+600
New +$66.5K 0.02% 225

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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lumature Wealth Partners's APPN Position: Q2 2023 in Review

Lumature Wealth Partners held its Appian (APPN) position steady in Q2 2023 at 600 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #255.

Lumature Wealth Partners first reported a position in APPN in Q3 2021 and has held it in 6 quarters since. The position peaked at $56K in Q3 2021. 211 funds tracked by Wall St. Rank hold APPN as of Q2 2023.

  • Lumature Wealth Partners held 600 shares of Appian worth $28.6K as of Q2 2023.
  • Lumature Wealth Partners left its Appian share count unchanged in Q2 2023.
  • Appian made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #255 holding.
  • Lumature Wealth Partners first reported a position in Appian in Q3 2021 and has held it in 6 quarters since.
  • Lumature Wealth Partners's Appian position peaked at $56K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Appian as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.