Mezzasalma Advisors’s Appian APPN Stock Holding History

Mezzasalma 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
2023 Q3	–	Sell	-26,010	Closed	-$1.24M	–	83
2023 Q2	$1.24M	Sell	26,010 -20	-0.1%	-$843	0.75%	28
2023 Q1	$1.16M	Sell	26,030 -410	-2%	-$16.6K	0.82%	28
2022 Q4	$861K	Sell	26,440 -640	-2%	-$25.2K	0.75%	31
2022 Q3	$1.11M	Sell	27,080 -40	-0.1%	-$1.94K	0.88%	22
2022 Q2	$1.28M	Sell	27,120 -50	-0.2%	-$2.51K	1.09%	20
2022 Q1	$1.65M	Sell	27,170 -3,410	-11%	-$193K	1.03%	20
2021 Q4	$1.99M	Sell	30,580 -5,130	-14%	-$426K	1.07%	20
2021 Q3	$3.3M	Hold	35,710	–	–	1.86%	16
2021 Q2	$4.92M	Sell	35,710 -40	-0.1%	-$4.54K	2.71%	13
2021 Q1	$4.75M	Sell	35,750 -530	-1%	-$93.8K	3.05%	10
2020 Q4	$5.88M	Buy	+36,280	New	+$4.06M	3.76%	5

Other funds holding APPN

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

Mezzasalma Advisors's APPN Position: Q3 2023 in Review

Mezzasalma Advisors sold out of Appian (APPN) in Q3 2023, closing a stake of 26,010 shares — an estimated $1.24M sold.

Mezzasalma Advisors first reported a position in APPN in Q4 2020 and held it in 11 quarters. The position peaked at $5.88M in Q4 2020. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

Mezzasalma Advisors reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
Mezzasalma Advisors sold 26,010 Appian shares in Q3 2023, an estimated $1.24M.
Mezzasalma Advisors first reported a position in Appian in Q4 2020 and held it in 11 quarters.
Mezzasalma Advisors's Appian position peaked at $5.88M in Q4 2020.
202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on Mezzasalma Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.