SOA Wealth Advisors’s Appian APPN Stock Holding History

SOA 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 Q4	–	Sell	-14	Closed	–	–	976
2022 Q3	$0	Hold	14	–	–	﹤0.01%	818
2022 Q2	$0	Buy	+14	New	+$704	﹤0.01%	809

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

SOA Wealth Advisors's APPN Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Appian (APPN) in Q4 2022, closing a stake of 14 shares.

SOA Wealth Advisors first reported a position in APPN in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

SOA Wealth Advisors reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 14 Appian shares in Q4 2022.
SOA Wealth Advisors first reported a position in Appian in Q2 2022 and held it in 2 quarters.
SOA Wealth Advisors's Appian position peaked at $0 in Q3 2022.
212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.