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Retirement Planning Company of New England’s Appian APPN Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-133
Closed -$8K – 258
2021
Q4 		$8K Buy
+133
New +$11.1K ﹤0.01% 679

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Geode Capital Management
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SP
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Morgan Stanley
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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Planning Company of New England's APPN Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Appian (APPN) in Q1 2022, closing a stake of 133 shares — an estimated $8K sold.

Retirement Planning Company of New England first reported a position in APPN in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 133 Appian shares in Q1 2022, an estimated $8K.
  • Retirement Planning Company of New England first reported a position in Appian in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Appian position peaked at $8K in Q4 2021.
  • 269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.