Mutual Advisors’s Appian APPN Stock Holding History

Mutual 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
2021 Q4	–	Sell	-2,460	Closed	-$228K	–	886
2021 Q3	$228K	Hold	2,460	–	–	0.01%	785
2021 Q2	$339K	Hold	2,460	–	–	0.02%	652
2021 Q1	$327K	Hold	2,460	–	–	0.02%	612
2020 Q4	$399K	Buy	+2,460	New	+$275K	0.03%	524

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mutual Advisors's APPN Position: Q4 2021 in Review

Mutual Advisors sold out of Appian (APPN) in Q4 2021, closing a stake of 2,460 shares — an estimated $228K sold.

Mutual Advisors first reported a position in APPN in Q4 2020 and held it in 4 quarters. The position peaked at $399K in Q4 2020. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

Mutual Advisors reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
Mutual Advisors sold 2,460 Appian shares in Q4 2021, an estimated $228K.
Mutual Advisors first reported a position in Appian in Q4 2020 and held it in 4 quarters.
Mutual Advisors's Appian position peaked at $399K in Q4 2020.
267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Mutual Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.