San Luis Wealth Advisors’s Appian APPN Stock Holding History

San Luis Wealth 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
2022 Q2	–	Sell	-397	Closed	-$26K	–	86
2022 Q1	$26K	Buy	+397	New	+$22.5K	0.01%	290

Other funds holding APPN

ACA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

San Luis Wealth Advisors's APPN Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Appian (APPN) in Q2 2022, closing a stake of 397 shares — an estimated $26K sold.

San Luis Wealth Advisors first reported a position in APPN in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

San Luis Wealth Advisors reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 397 Appian shares in Q2 2022, an estimated $26K.
San Luis Wealth Advisors first reported a position in Appian in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Appian position peaked at $26K in Q1 2022.
243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.