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Prime Capital Investment Advisors’s Appian APPN Stock Holding History

Prime Capital Investment 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
Q3 		– Sell
-3,067
Closed -$422K – 301
2021
Q2 		$422K Buy
3,067
+830
+37% +$94.3K 0.02% 261
2021
Q1 		$297K Buy
2,237
+1,030
+85% +$182K 0.02% 228
2020
Q4 		$196K Buy
1,207
+137
+13% +$15.3K 0.02% 241
2020
Q3 		$69K Buy
1,070
+549
+105% +$29.7K 0.01% 294
2020
Q2 		$27K Sell
521
-645
-55% -$31.5K ﹤0.01% 367
2020
Q1 		$47K Buy
1,166
+657
+129% +$30.5K 0.01% 288
2019
Q4 		$19K Hold
509
– – ﹤0.01% 413
2019
Q3 		$24K Buy
+509
New +$23.8K ﹤0.01% 394

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prime Capital Investment Advisors's APPN Position: Q3 2021 in Review

Prime Capital Investment Advisors sold out of Appian (APPN) in Q3 2021, closing a stake of 3,067 shares — an estimated $422K sold.

Prime Capital Investment Advisors first reported a position in APPN in Q3 2019 and held it in 8 quarters. The position peaked at $422K in Q2 2021. 284 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

  • Prime Capital Investment Advisors reported no remaining Appian position as of Q3 2021 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 3,067 Appian shares in Q3 2021, an estimated $422K.
  • Prime Capital Investment Advisors first reported a position in Appian in Q3 2019 and held it in 8 quarters.
  • Prime Capital Investment Advisors's Appian position peaked at $422K in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.