Patriot Financial Group Insurance Agency’s Appian APPN Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-200	Closed	-$9K	–	483
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	1269
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	1271
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	1369
2021 Q3	$19K	Hold	200	–	–	﹤0.01%	1226
2021 Q2	$28K	Hold	200	–	–	0.01%	1039
2021 Q1	$27K	Sell	200 -100	-33%	-$17.7K	0.01%	979
2020 Q4	$49K	Sell	300 -100	-25%	-$11.2K	0.01%	689
2020 Q3	$26K	Hold	400	–	–	0.01%	710
2020 Q2	$21K	Hold	400	–	–	0.01%	727
2020 Q1	$16K	Buy	400 +200	+100%	+$9.29K	0.01%	708
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	876
2019 Q3	$10K	Buy	+200	New	+$9.36K	﹤0.01%	789

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

Patriot Financial Group Insurance Agency's APPN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Appian (APPN) in Q3 2022, closing a stake of 200 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in APPN in Q3 2019 and held it in 12 quarters. The position peaked at $49K in Q4 2020. 237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Appian position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 Appian shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Appian in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Appian position peaked at $49K in Q4 2020.
237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.