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Raymond James Financial Services Advisors’s Appian APPN Stock Holding History

Raymond James Financial Services 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
2023
Q4 		– Sell
-4,933
Closed -$225K – 3302
2023
Q3 		$225K Buy
4,933
+695
+16% +$33.3K ﹤0.01% 2854
2023
Q2 		$202K Buy
+4,238
New +$179K ﹤0.01% 2929
2022
Q3 		– Sell
-7,118
Closed -$337K – 3276
2022
Q2 		$337K Sell
7,118
-660
-8% -$33.2K ﹤0.01% 2513
2022
Q1 		$473K Sell
7,778
-5,345
-41% -$303K ﹤0.01% 2414
2021
Q4 		$856K Sell
13,123
-1,739
-12% -$145K ﹤0.01% 2074
2021
Q3 		$1.38M Buy
14,862
+572
+4% +$63.4K ﹤0.01% 1731
2021
Q2 		$1.97M Sell
14,290
-2,150
-13% -$244K ﹤0.01% 1476
2021
Q1 		$2.19M Buy
16,440
+90
+0.6% +$15.9K ﹤0.01% 1353
2020
Q4 		$2.65M Sell
16,350
-2,682
-14% -$300K 0.01% 1139
2020
Q3 		$1.23M Sell
19,032
-2,196
-10% -$119K ﹤0.01% 1424
2020
Q2 		$1.09M Buy
21,228
+15,176
+251% +$740K ﹤0.01% 1439
2020
Q1 		$243K Buy
+6,052
New +$281K ﹤0.01% 1968

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's APPN Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Appian (APPN) in Q4 2023, closing a stake of 4,933 shares — an estimated $225K sold.

Raymond James Financial Services Advisors first reported a position in APPN in Q1 2020 and held it in 12 quarters. The position peaked at $2.65M in Q4 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Raymond James Financial Services Advisors reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 4,933 Appian shares in Q4 2023, an estimated $225K.
  • Raymond James Financial Services Advisors first reported a position in Appian in Q1 2020 and held it in 12 quarters.
  • Raymond James Financial Services Advisors's Appian position peaked at $2.65M in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.