RMR Wealth Builders’s Appian APPN Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-200	Closed	-$27K	–	204
2021 Q1	$27K	Buy	+200	New	+$35.4K	0.01%	463

Other funds holding APPN

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMR Wealth Builders's APPN Position: Q2 2021 in Review

RMR Wealth Builders sold out of Appian (APPN) in Q2 2021, closing a stake of 200 shares — an estimated $27K sold.

RMR Wealth Builders first reported a position in APPN in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 284 funds tracked by Wall St. Rank hold APPN as of Q2 2021.

RMR Wealth Builders reported no remaining Appian position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 200 Appian shares in Q2 2021, an estimated $27K.
RMR Wealth Builders first reported a position in Appian in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Appian position peaked at $27K in Q1 2021.
284 funds tracked by Wall St. Rank held Appian as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.