PWPS
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Pinnacle Wealth Planning Services’s Appian APPN Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-93
Closed -$15K – 442
2020
Q4 		$15K Buy
+93
New +$10.4K ﹤0.01% 1256

Other funds holding APPN

Baillie Gifford & Co
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's APPN Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Appian (APPN) in Q1 2021, closing a stake of 93 shares — an estimated $15K sold.

Pinnacle Wealth Planning Services first reported a position in APPN in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 322 funds tracked by Wall St. Rank hold APPN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Appian position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 93 Appian shares in Q1 2021, an estimated $15K.
  • Pinnacle Wealth Planning Services first reported a position in Appian in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Appian position peaked at $15K in Q4 2020.
  • 322 funds tracked by Wall St. Rank held Appian as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.