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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

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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's APPN Position: Q2 2021 in Review

Sowell Financial Services sold out of Appian (APPN) in Q2 2021, closing a stake of 698 shares — an estimated $69K sold.

Sowell Financial Services first reported a position in APPN in Q3 2019 and held it in 7 quarters. The position peaked at $152K in Q4 2020. 284 funds tracked by Wall St. Rank hold APPN as of Q2 2021.

  • Sowell Financial Services reported no remaining Appian position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 698 Appian shares in Q2 2021, an estimated $69K.
  • Sowell Financial Services first reported a position in Appian in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Appian position peaked at $152K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Appian as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.