MBE Wealth Management’s Appian APPN Stock Holding History

MBE Wealth Management’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
2020 Q2	–	Sell	-47	Closed	-$1K	–	74
2020 Q1	$1K	Buy	+47	New	+$2.18K	﹤0.01%	488

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

MBE Wealth Management's APPN Position: Q2 2020 in Review

MBE Wealth Management sold out of Appian (APPN) in Q2 2020, closing a stake of 47 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in APPN in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 209 funds tracked by Wall St. Rank hold APPN as of Q2 2020.

MBE Wealth Management reported no remaining Appian position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 47 Appian shares in Q2 2020, an estimated $1K.
MBE Wealth Management first reported a position in Appian in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Appian position peaked at $1K in Q1 2020.
209 funds tracked by Wall St. Rank held Appian as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.