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Plante Moran Financial Advisors’s Appian APPN Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-15
Closed -$2K – 946
2021
Q1 		$2K Hold
15
– – ﹤0.01% 895
2020
Q4 		$2K Hold
15
– – ﹤0.01% 763
2020
Q3 		$1K Hold
15
– – ﹤0.01% 800
2020
Q2 		$1K Buy
+15
New +$732 ﹤0.01% 691
2019
Q3 		– Sell
-10
Closed – – 841
2019
Q2 		$0 Hold
10
– – ﹤0.01% 775
2019
Q1 		$0 Hold
10
– – ﹤0.01% 769
2018
Q4 		$0 Hold
10
– – ﹤0.01% 882
2018
Q3 		$0 Hold
10
– – ﹤0.01% 754
2018
Q2 		$0 Buy
+10
New +$310 ﹤0.01% 813

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's APPN Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Appian (APPN) in Q2 2021, closing a stake of 15 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in APPN in Q2 2018 and held it in 9 quarters. The position peaked at $2K in Q1 2021. 284 funds tracked by Wall St. Rank hold APPN as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Appian position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 15 Appian shares in Q2 2021, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Appian in Q2 2018 and held it in 9 quarters.
  • Plante Moran Financial Advisors's Appian position peaked at $2K in Q1 2021.
  • 284 funds tracked by Wall St. Rank held Appian as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.