Rockbridge Investment Management’s Appian APPN Stock Holding History

Rockbridge Investment Management’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 Q1	–	Sell	-140	Closed	-$5.27K	–	152
2023 Q4	$5.27K	Buy	+140	New	+$5.47K	﹤0.01%	467
2022 Q3	–	Sell	-50	Closed	-$2.37K	–	130
2022 Q2	$2.37K	Sell	50 -188	-79%	-$9.45K	﹤0.01%	527
2022 Q1	$14.5K	Sell	238 -7	-3%	-$397	﹤0.01%	456
2021 Q4	$16K	Sell	245 -20	-8%	-$1.66K	﹤0.01%	505
2021 Q3	$25K	Sell	265 -88	-25%	-$9.75K	﹤0.01%	415
2021 Q2	$49K	Buy	353 +121	+52%	+$13.7K	0.01%	313
2021 Q1	$31K	Sell	232 -4	-2%	-$708	0.01%	352
2020 Q4	$38K	Sell	236 -44	-16%	-$4.93K	0.01%	321
2020 Q3	$18K	Buy	280 +87	+45%	+$4.71K	﹤0.01%	397
2020 Q2	$10K	Buy	+193	New	+$9.42K	﹤0.01%	420

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Rockbridge Investment Management's APPN Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Appian (APPN) in Q1 2024, closing a stake of 140 shares — an estimated $5.27K sold.

Rockbridge Investment Management first reported a position in APPN in Q2 2020 and held it in 10 quarters. The position peaked at $49K in Q2 2021. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

Rockbridge Investment Management reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 140 Appian shares in Q1 2024, an estimated $5.27K.
Rockbridge Investment Management first reported a position in Appian in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Appian position peaked at $49K in Q2 2021.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.