Moody National Bank Trust Division’s Appian APPN Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-8,798	Closed	-$401K	–	500
2023 Q3	$401K	Buy	8,798 +4,050	+85%	+$194K	0.03%	440
2023 Q2	$226K	Sell	4,748 -652	-12%	-$27.5K	0.02%	570
2023 Q1	$240K	Buy	+5,400	New	+$218K	0.02%	555

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

HRCM

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Moody National Bank Trust Division's APPN Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Appian (APPN) in Q4 2023, closing a stake of 8,798 shares — an estimated $401K sold.

Moody National Bank Trust Division first reported a position in APPN in Q1 2023 and held it in 3 quarters. The position peaked at $401K in Q3 2023. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Moody National Bank Trust Division reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 8,798 Appian shares in Q4 2023, an estimated $401K.
Moody National Bank Trust Division first reported a position in Appian in Q1 2023 and held it in 3 quarters.
Moody National Bank Trust Division's Appian position peaked at $401K in Q3 2023.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.