NWAM LLC’s Appian APPN Stock Holding History

NWAM LLC’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
2022 Q1	–	Sell	-3,368	Closed	-$220K	–	523
2021 Q4	$220K	Buy	3,368 +38	+1%	+$3.16K	0.02%	470
2021 Q3	$308K	Hold	3,330	–	–	0.03%	398
2021 Q2	$459K	Hold	3,330	–	–	0.04%	321
2021 Q1	$443K	Buy	3,330 +42	+1%	+$7.43K	0.04%	322
2020 Q4	$533K	Buy	+3,288	New	+$368K	0.06%	258

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

NWAM LLC's APPN Position: Q1 2022 in Review

NWAM LLC sold out of Appian (APPN) in Q1 2022, closing a stake of 3,368 shares — an estimated $220K sold.

NWAM LLC first reported a position in APPN in Q4 2020 and held it in 5 quarters. The position peaked at $533K in Q4 2020. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

NWAM LLC reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
NWAM LLC sold 3,368 Appian shares in Q1 2022, an estimated $220K.
NWAM LLC first reported a position in Appian in Q4 2020 and held it in 5 quarters.
NWAM LLC's Appian position peaked at $533K in Q4 2020.
269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on NWAM LLC's 13F filing for Q1 2022, filed 12 May 2022.