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Regal Investment Advisors’s Appian APPN Stock Holding History

Regal Investment 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
2021
Q3 		– Sell
-1,869
Closed -$257K – 526
2021
Q2 		$257K Buy
+1,869
New +$212K 0.03% 451
2021
Q1 		– Sell
-1,869
Closed -$303K – 47
2020
Q4 		$303K Buy
+1,869
New +$209K 0.03% 359

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's APPN Position: Q3 2021 in Review

Regal Investment Advisors sold out of Appian (APPN) in Q3 2021, closing a stake of 1,869 shares — an estimated $257K sold.

Regal Investment Advisors first reported a position in APPN in Q4 2020 and held it in 2 quarters. The position peaked at $303K in Q4 2020. 284 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

  • Regal Investment Advisors reported no remaining Appian position as of Q3 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 1,869 Appian shares in Q3 2021, an estimated $257K.
  • Regal Investment Advisors first reported a position in Appian in Q4 2020 and held it in 2 quarters.
  • Regal Investment Advisors's Appian position peaked at $303K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Regal Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.