O'Dell Group’s Appian APPN Stock Holding History

O'Dell 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 Q1	–	Sell	-100	Closed	-$3.77K	–	115
2023 Q4	$3.77K	Buy	+100	New	+$3.91K	﹤0.01%	407
2023 Q3	–	Sell	-100	Closed	-$4.76K	–	103
2023 Q2	$4.76K	Buy	+100	New	+$4.21K	﹤0.01%	391
2022 Q4	–	Sell	-100	Closed	-$4K	–	95
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	341
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	336
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	359
2021 Q4	$7K	Sell	100 -50	-33%	-$4.16K	﹤0.01%	336
2021 Q3	$14K	Buy	+150	New	+$16.6K	﹤0.01%	263

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

HRCM

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

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

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

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

O'Dell Group's APPN Position: Q1 2024 in Review

O'Dell Group sold out of Appian (APPN) in Q1 2024, closing a stake of 100 shares — an estimated $3.77K sold.

O'Dell Group first reported a position in APPN in Q3 2021 and held it in 7 quarters. The position peaked at $14K in Q3 2021. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

O'Dell Group reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 100 Appian shares in Q1 2024, an estimated $3.77K.
O'Dell Group first reported a position in Appian in Q3 2021 and held it in 7 quarters.
O'Dell Group's Appian position peaked at $14K in Q3 2021.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.