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Sonora Investment Management’s Appian APPN Stock Holding History

Sonora Investment 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
Q3 		$162K Buy
1,750
+300
+21% +$33.2K 0.02% 229
2021
Q2 		$200K Buy
1,450
+50
+4% +$5.68K 0.03% 190
2021
Q1 		$186K Hold
1,400
– – 0.01% 300
2020
Q4 		$227K Buy
+1,400
New +$157K 0.02% 283

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management's APPN Position: Q3 2021 in Review

Sonora Investment Management increased its Appian (APPN) stake by 21% in Q3 2021, buying an estimated $33.2K and bringing the position to 1,750 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #229.

Sonora Investment Management first reported a position in APPN in Q4 2020 and has held it in 4 quarters since. The position peaked at $227K in Q4 2020. 285 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

  • Sonora Investment Management held 1,750 shares of Appian worth $162K as of Q3 2021.
  • Sonora Investment Management bought 300 Appian shares in Q3 2021, an estimated $33.2K.
  • Appian made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #229 holding.
  • Sonora Investment Management first reported a position in Appian in Q4 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's Appian position peaked at $227K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.