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Prospera Financial Services’s Appian APPN Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-1,805
Closed -$110K – 1652
2022
Q1 		$110K Buy
+1,805
New +$102K ﹤0.01% 1082
2021
Q3 		– Sell
-2,067
Closed -$284K – 796
2021
Q2 		$284K Buy
2,067
+67
+3% +$7.61K 0.01% 674
2021
Q1 		$266K Buy
2,000
+225
+13% +$39.8K 0.02% 651
2020
Q4 		$287K Sell
1,775
-1,880
-51% -$211K 0.02% 546
2020
Q3 		$237K Buy
+3,655
New +$198K 0.09% 197

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prospera Financial Services's APPN Position: Q2 2022 in Review

Prospera Financial Services sold out of Appian (APPN) in Q2 2022, closing a stake of 1,805 shares — an estimated $110K sold.

Prospera Financial Services first reported a position in APPN in Q3 2020 and held it in 5 quarters. The position peaked at $287K in Q4 2020. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

  • Prospera Financial Services reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,805 Appian shares in Q2 2022, an estimated $110K.
  • Prospera Financial Services first reported a position in Appian in Q3 2020 and held it in 5 quarters.
  • Prospera Financial Services's Appian position peaked at $287K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.