RJA
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Raymond James & Associates’s Appian APPN Stock Holding History

Raymond James & Associates’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
-3,816
Closed -$232K – 4027
2022
Q1 		$232K Buy
3,816
+503
+15% +$28.5K ﹤0.01% 3581
2021
Q4 		$216K Sell
3,313
-1,339
-29% -$111K ﹤0.01% 3651
2021
Q3 		$430K Sell
4,652
-3,446
-43% -$382K ﹤0.01% 3177
2021
Q2 		$1.11M Buy
8,098
+1,990
+33% +$226K ﹤0.01% 2515
2021
Q1 		$812K Sell
6,108
-5,296
-46% -$937K ﹤0.01% 2647
2020
Q4 		$1.85M Sell
11,404
-76,602
-87% -$8.58M ﹤0.01% 1930
2020
Q3 		$5.7M Buy
88,006
+8,090
+10% +$438K 0.01% 1152
2020
Q2 		$4.1M Buy
79,916
+51,155
+178% +$2.5M 0.01% 1312
2020
Q1 		$1.16M Buy
28,761
+22,651
+371% +$1.05M ﹤0.01% 1881
2019
Q4 		$233K Buy
6,110
+1,313
+27% +$56.6K ﹤0.01% 3248
2019
Q3 		$228K Buy
+4,797
New +$225K ﹤0.01% 3176
2019
Q2 		– Sell
-24,179
Closed -$832K – 3636
2019
Q1 		$832K Buy
+24,179
New +$817K ﹤0.01% 2315
2018
Q4 		– Sell
-7,257
Closed -$240K – 3548
2018
Q3 		$240K Sell
7,257
-6,528
-47% -$223K ﹤0.01% 3176
2018
Q2 		$498K Buy
+13,785
New +$427K ﹤0.01% 2694

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

Raymond James & Associates's APPN Position: Q2 2022 in Review

Raymond James & Associates sold out of Appian (APPN) in Q2 2022, closing a stake of 3,816 shares — an estimated $232K sold.

Raymond James & Associates first reported a position in APPN in Q2 2018 and held it in 14 quarters. The position peaked at $5.7M in Q3 2020. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

  • Raymond James & Associates reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
  • Raymond James & Associates sold 3,816 Appian shares in Q2 2022, an estimated $232K.
  • Raymond James & Associates first reported a position in Appian in Q2 2018 and held it in 14 quarters.
  • Raymond James & Associates's Appian position peaked at $5.7M in Q3 2020.
  • 243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Raymond James & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.