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Moisand Fitzgerald Tamayo’s Appian APPN Stock Holding History

Moisand Fitzgerald Tamayo’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
2022
Q1 		– Sell
-30
Closed -$2K – 515
2021
Q4 		$2K Hold
30
– – ﹤0.01% 336
2021
Q3 		$3K Hold
30
– – ﹤0.01% 313
2021
Q2 		$4K Hold
30
– – ﹤0.01% 327
2021
Q1 		$4K Buy
+30
New +$5.31K ﹤0.01% 275

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo's APPN Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of Appian (APPN) in Q1 2022, closing a stake of 30 shares — an estimated $2K sold.

Moisand Fitzgerald Tamayo first reported a position in APPN in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 30 Appian shares in Q1 2022, an estimated $2K.
  • Moisand Fitzgerald Tamayo first reported a position in Appian in Q1 2021 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Appian position peaked at $4K in Q2 2021.
  • 269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.