SPIO
APPN icon

Seven Post Investment Office’s Appian APPN Stock Holding History

Seven Post Investment Office’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
-2,200
Closed -$204K – 50
2021
Q3 		$204K Hold
2,200
– – 0.06% 48
2021
Q2 		$303K Hold
2,200
– – 0.09% 42
2021
Q1 		$292K Hold
2,200
– – 0.1% 35
2020
Q4 		$357K Buy
+2,200
New +$246K 0.15% 30

Other funds holding APPN

Baillie Gifford & Co
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seven Post Investment Office's APPN Position: Q4 2021 in Review

Seven Post Investment Office sold out of Appian (APPN) in Q4 2021, closing a stake of 2,200 shares — an estimated $204K sold.

Seven Post Investment Office first reported a position in APPN in Q4 2020 and held it in 4 quarters. The position peaked at $357K in Q4 2020. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Seven Post Investment Office reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Seven Post Investment Office sold 2,200 Appian shares in Q4 2021, an estimated $204K.
  • Seven Post Investment Office first reported a position in Appian in Q4 2020 and held it in 4 quarters.
  • Seven Post Investment Office's Appian position peaked at $357K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Seven Post Investment Office's 13F filing for Q4 2021, filed 14 Feb 2022.