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Salem Investment Counselors’s Appian APPN Stock Holding History

Salem Investment Counselors’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
2023
Q4 		– Sell
-20
Closed -$913 – 1111
2023
Q3 		$913 Sell
20
-25
-56% -$1.2K ﹤0.01% 1025
2023
Q2 		$2.14K Buy
45
+25
+125% +$1.05K ﹤0.01% 1005
2023
Q1 		$888 Hold
20
– – ﹤0.01% 1034
2022
Q4 		$651 Hold
20
– – ﹤0.01% 1014
2022
Q3 		$1K Hold
20
– – ﹤0.01% 978
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1009
2022
Q1 		$1K Buy
+20
New +$1.14K ﹤0.01% 954
2021
Q2 		– Sell
-1,230
Closed -$164K – 897
2021
Q1 		$164K Sell
1,230
-135
-10% -$23.9K 0.01% 306
2020
Q4 		$221K Buy
+1,365
New +$153K 0.01% 270

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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salem Investment Counselors's APPN Position: Q4 2023 in Review

Salem Investment Counselors sold out of Appian (APPN) in Q4 2023, closing a stake of 20 shares — an estimated $913 sold.

Salem Investment Counselors first reported a position in APPN in Q4 2020 and held it in 9 quarters. The position peaked at $221K in Q4 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Salem Investment Counselors reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 20 Appian shares in Q4 2023, an estimated $913.
  • Salem Investment Counselors first reported a position in Appian in Q4 2020 and held it in 9 quarters.
  • Salem Investment Counselors's Appian position peaked at $221K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.