Meitav Investment House’s Appian APPN Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-2,819	Closed	-$457K	–	388
2020 Q4	$457K	Sell	2,819 -2,563	-48%	-$287K	0.02%	283
2020 Q3	$348K	Buy	+5,382	New	+$291K	0.02%	303
2020 Q2	–	Sell	-10,943	Closed	-$440K	–	387
2020 Q1	$440K	Sell	10,943 -3,156	-22%	-$147K	0.03%	241
2019 Q4	$539K	Buy	14,099 +3,511	+33%	+$151K	0.04%	225
2019 Q3	$534K	Sell	10,588 -9,353	-47%	-$438K	0.04%	243
2019 Q2	$719K	Buy	+19,941	New	+$682K	0.05%	190

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Meitav Investment House's APPN Position: Q1 2021 in Review

Meitav Investment House sold out of Appian (APPN) in Q1 2021, closing a stake of 2,819 shares — an estimated $457K sold.

Meitav Investment House first reported a position in APPN in Q2 2019 and held it in 6 quarters. The position peaked at $719K in Q2 2019. 322 funds tracked by Wall St. Rank hold APPN as of Q1 2021.

Meitav Investment House reported no remaining Appian position as of Q1 2021 after selling out during the quarter.
Meitav Investment House sold 2,819 Appian shares in Q1 2021, an estimated $457K.
Meitav Investment House first reported a position in Appian in Q2 2019 and held it in 6 quarters.
Meitav Investment House's Appian position peaked at $719K in Q2 2019.
322 funds tracked by Wall St. Rank held Appian as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.