NewSquare Capital’s Appian APPN Stock Holding History

NewSquare 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 Q3	–	Sell	-50	Closed	-$2.38K	–	608
2023 Q2	$2.38K	Buy	+50	New	+$2.11K	﹤0.01%	504

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

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

HRCM

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

NewSquare Capital's APPN Position: Q3 2023 in Review

NewSquare Capital sold out of Appian (APPN) in Q3 2023, closing a stake of 50 shares — an estimated $2.38K sold.

NewSquare Capital first reported a position in APPN in Q2 2023 and held it in 1 quarter. The position peaked at $2.38K in Q2 2023. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

NewSquare Capital reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 50 Appian shares in Q3 2023, an estimated $2.38K.
NewSquare Capital first reported a position in Appian in Q2 2023 and held it in 1 quarter.
NewSquare Capital's Appian position peaked at $2.38K in Q2 2023.
202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.