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Newbridge Financial Services Group’s Appian APPN Stock Holding History

Newbridge Financial Services Group’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
2024
Q4 		– Sell
-150
Closed -$5.12K – 1138
2024
Q3 		$5.12K Sell
150
-200
-57% -$6.48K ﹤0.01% 504
2024
Q2 		$10.8K Sell
350
-340
-49% -$11.2K ﹤0.01% 696
2024
Q1 		$27.6K Hold
690
– – 0.01% 536
2023
Q4 		$26K Sell
690
-275
-28% -$10.7K 0.01% 533
2023
Q3 		$44K Hold
965
– – 0.02% 436
2023
Q2 		$45.9K Sell
965
-60
-6% -$2.53K 0.02% 481
2023
Q1 		$45.5K Sell
1,025
-1,000
-49% -$40.4K 0.02% 484
2022
Q4 		$65.9K Hold
2,025
– – 0.04% 391
2022
Q3 		$83K Sell
2,025
-31
-2% -$1.5K 0.05% 324
2022
Q2 		$97K Sell
2,056
-805
-28% -$40.5K 0.06% 270
2022
Q1 		$174K Buy
2,861
+31
+1% +$1.76K 0.09% 221
2021
Q4 		$185K Sell
2,830
-125
-4% -$10.4K 0.09% 213
2021
Q3 		$273K Sell
2,955
-37
-1% -$4.1K 0.17% 129
2021
Q2 		$412K Sell
2,992
-40
-1% -$4.54K 0.25% 93
2021
Q1 		$403K Buy
3,032
+55
+2% +$9.73K 0.3% 77
2020
Q4 		$483K Buy
+2,977
New +$333K 0.4% 52

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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Newbridge Financial Services Group's APPN Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of Appian (APPN) in Q4 2024, closing a stake of 150 shares — an estimated $5.12K sold.

Newbridge Financial Services Group first reported a position in APPN in Q4 2020 and held it in 16 quarters. The position peaked at $483K in Q4 2020. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 150 Appian shares in Q4 2024, an estimated $5.12K.
  • Newbridge Financial Services Group first reported a position in Appian in Q4 2020 and held it in 16 quarters.
  • Newbridge Financial Services Group's Appian position peaked at $483K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.