Segment Wealth Management’s Appian APPN Stock Holding History

Segment Wealth 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
2021 Q4	–	Sell	-3,100	Closed	-$287K	–	258
2021 Q3	$287K	Hold	3,100	–	–	0.03%	189
2021 Q2	$427K	Buy	+3,100	New	+$352K	0.05%	169

Other funds holding APPN

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Segment Wealth Management's APPN Position: Q4 2021 in Review

Segment Wealth Management sold out of Appian (APPN) in Q4 2021, closing a stake of 3,100 shares — an estimated $287K sold.

Segment Wealth Management first reported a position in APPN in Q2 2021 and held it in 2 quarters. The position peaked at $427K in Q2 2021. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

Segment Wealth Management reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
Segment Wealth Management sold 3,100 Appian shares in Q4 2021, an estimated $287K.
Segment Wealth Management first reported a position in Appian in Q2 2021 and held it in 2 quarters.
Segment Wealth Management's Appian position peaked at $427K in Q2 2021.
267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Segment Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.