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SFS
Sowell Financial Services’s
Appian
APPN
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-698
Closed
-$69K
–
638
2021
Q1
$69K
Sell
698
-240
-26%
-$42.5K
﹤0.01%
1515
2020
Q4
$152K
Buy
938
+211
+29%
+$23.6K
0.01%
968
2020
Q3
$47K
Buy
727
+51
+8%
+$2.76K
﹤0.01%
1232
2020
Q2
$35K
Buy
676
+529
+360%
+$25.8K
﹤0.01%
1279
2020
Q1
$6K
Sell
147
-58
-28%
-$2.69K
﹤0.01%
1750
2019
Q4
$8K
Buy
205
+70
+52%
+$3.02K
﹤0.01%
1746
2019
Q3
$6K
Buy
+135
New
+$6.32K
﹤0.01%
1680
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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