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Money Concepts Capital’s Appian APPN Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-242
Closed -$7.88K – 589
2022
Q4 		$7.88K Buy
242
+239
+7,967% +$9.43K ﹤0.01% 2136
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1544
2022
Q2 		$0 Sell
3
-324
-99% -$16.3K ﹤0.01% 1491
2022
Q1 		$20K Buy
+327
New +$18.6K ﹤0.01% 1604

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 $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's APPN Position: Q1 2023 in Review

Money Concepts Capital sold out of Appian (APPN) in Q1 2023, closing a stake of 242 shares — an estimated $7.88K sold.

Money Concepts Capital first reported a position in APPN in Q1 2022 and held it in 4 quarters. The position peaked at $20K in Q1 2022. 209 funds tracked by Wall St. Rank hold APPN as of Q1 2023.

  • Money Concepts Capital reported no remaining Appian position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 242 Appian shares in Q1 2023, an estimated $7.88K.
  • Money Concepts Capital first reported a position in Appian in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Appian position peaked at $20K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Appian as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.