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Professional Financial Advisors’s Appian APPN Stock Holding History

Professional 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
2022
Q4 		– Sell
-20
Closed -$1K – 97
2022
Q3 		$1K Hold
20
– – ﹤0.01% 450
2022
Q2 		$1K Buy
+20
New +$1K ﹤0.01% 441

Other funds holding APPN

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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Professional Financial Advisors's APPN Position: Q4 2022 in Review

Professional Financial Advisors sold out of Appian (APPN) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Professional Financial Advisors first reported a position in APPN in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

  • Professional Financial Advisors reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 20 Appian shares in Q4 2022, an estimated $1K.
  • Professional Financial Advisors first reported a position in Appian in Q2 2022 and held it in 2 quarters.
  • Professional Financial Advisors's Appian position peaked at $1K in Q3 2022.
  • 212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.