Private Wealth Management Group’s Appian APPN Stock Holding History

Private Wealth Management Group’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
2025 Q2	–	Sell	-49	Closed	-$1.41K	–	1502
2025 Q1	$1.41K	Hold	49	–	–	﹤0.01%	1176
2024 Q4	$1.62K	Hold	49	–	–	﹤0.01%	1158
2024 Q3	$1.67K	Hold	49	–	–	﹤0.01%	1132
2024 Q2	$1.51K	Buy	+49	New	+$1.61K	﹤0.01%	1156
2024 Q1	–	Sell	-25	Closed	-$942	–	1505
2023 Q4	$942	Buy	+25	New	+$977	﹤0.01%	1305

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Private Wealth Management Group's APPN Position: Q2 2025 in Review

Private Wealth Management Group sold out of Appian (APPN) in Q2 2025, closing a stake of 49 shares — an estimated $1.41K sold.

Private Wealth Management Group first reported a position in APPN in Q4 2023 and held it in 5 quarters. The position peaked at $1.67K in Q3 2024. 221 funds tracked by Wall St. Rank hold APPN as of Q2 2025.

Private Wealth Management Group reported no remaining Appian position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 49 Appian shares in Q2 2025, an estimated $1.41K.
Private Wealth Management Group first reported a position in Appian in Q4 2023 and held it in 5 quarters.
Private Wealth Management Group's Appian position peaked at $1.67K in Q3 2024.
221 funds tracked by Wall St. Rank held Appian as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.