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SRH Advisors’s Appian APPN Stock Holding History

SRH 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
Q1 		– Sell
-158
Closed -$10K – 307
2021
Q4 		$10K Hold
158
– – 0.01% 213
2021
Q3 		$15K Hold
158
– – 0.02% 190
2021
Q2 		$22K Hold
158
– – 0.03% 164
2021
Q1 		$21K Hold
158
– – 0.03% 158
2020
Q4 		$26K Hold
158
– – 0.04% 141
2020
Q3 		$10K Hold
158
– – 0.02% 180
2020
Q2 		$8K Buy
+158
New +$7.71K 0.02% 179

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SRH Advisors's APPN Position: Q1 2022 in Review

SRH Advisors sold out of Appian (APPN) in Q1 2022, closing a stake of 158 shares — an estimated $10K sold.

SRH Advisors first reported a position in APPN in Q2 2020 and held it in 7 quarters. The position peaked at $26K in Q4 2020. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

  • SRH Advisors reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
  • SRH Advisors sold 158 Appian shares in Q1 2022, an estimated $10K.
  • SRH Advisors first reported a position in Appian in Q2 2020 and held it in 7 quarters.
  • SRH Advisors's Appian position peaked at $26K in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on SRH Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.