Scarborough Advisors’s Appian APPN Stock Holding History

Scarborough 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
2024 Q1	–	Sell	-85	Closed	-$3.2K	–	420
2023 Q4	$3.2K	Buy	+85	New	+$3.32K	﹤0.01%	530

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

Scarborough Advisors's APPN Position: Q1 2024 in Review

Scarborough Advisors sold out of Appian (APPN) in Q1 2024, closing a stake of 85 shares — an estimated $3.2K sold.

Scarborough Advisors first reported a position in APPN in Q4 2023 and held it in 1 quarter. The position peaked at $3.2K in Q4 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

Scarborough Advisors reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
Scarborough Advisors sold 85 Appian shares in Q1 2024, an estimated $3.2K.
Scarborough Advisors first reported a position in Appian in Q4 2023 and held it in 1 quarter.
Scarborough Advisors's Appian position peaked at $3.2K in Q4 2023.
207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Scarborough Advisors's 13F filing for Q1 2024, filed 10 May 2024.