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Redwood Wealth Management Group’s Appian APPN Stock Holding History

Redwood 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
2024
Q3 		– Sell
-50
Closed -$1.54K – 215
2024
Q2 		$1.54K Buy
+50
New +$1.64K ﹤0.01% 935

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Redwood Wealth Management Group's APPN Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Appian (APPN) in Q3 2024, closing a stake of 50 shares — an estimated $1.54K sold.

Redwood Wealth Management Group first reported a position in APPN in Q2 2024 and held it in 1 quarter. The position peaked at $1.54K in Q2 2024. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 50 Appian shares in Q3 2024, an estimated $1.54K.
  • Redwood Wealth Management Group first reported a position in Appian in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Appian position peaked at $1.54K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.