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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

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BlackRock
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First Trust Advisors
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return