Next Financial Group’s Appian APPN Stock Holding History

Next Financial 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
2021 Q4	$283K	Buy	4,337 +770	+22%	+$64K	0.02%	753
2021 Q3	$330K	Buy	3,567 +218	+7%	+$24.2K	0.03%	625
2021 Q2	$462K	Buy	3,349 +213	+7%	+$24.2K	0.04%	489
2021 Q1	$417K	Buy	3,136 +454	+17%	+$80.3K	0.04%	488
2020 Q4	$434K	Buy	2,682 +550	+26%	+$61.6K	0.04%	426
2020 Q3	$138K	Buy	+2,132	New	+$115K	0.01%	746
2020 Q2	–	Sell	-100	Closed	-$4K	–	663
2020 Q1	$4K	Buy	+100	New	+$4.65K	﹤0.01%	1740
2019 Q4	–	Sell	-96	Closed	-$5K	–	2344
2019 Q3	$5K	Hold	96	–	–	﹤0.01%	1892
2019 Q2	$3K	Buy	+96	New	+$3.29K	﹤0.01%	1985
2019 Q1	–	Sell	-14	Closed	–	–	1642
2018 Q4	$0	Buy	+14	New	+$374	﹤0.01%	1944

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

Next Financial Group's APPN Position: Q4 2021 in Review

Next Financial Group increased its Appian (APPN) stake by 22% in Q4 2021, buying an estimated $64K and bringing the position to 4,337 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #753.

Next Financial Group first reported a position in APPN in Q4 2018 and has held it in 10 quarters since. The position peaked at $462K in Q2 2021. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

Next Financial Group held 4,337 shares of Appian worth $283K as of Q4 2021.
Next Financial Group bought 770 Appian shares in Q4 2021, an estimated $64K.
Appian made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #753 holding.
Next Financial Group first reported a position in Appian in Q4 2018 and has held it in 10 quarters since.
Next Financial Group's Appian position peaked at $462K in Q2 2021.
267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.