Stonebridge Capital Advisors’s Appian APPN Stock Holding History

Stonebridge Capital 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
2023 Q4	–	Sell	-12	Closed	-$547	–	251
2023 Q3	$547	Hold	12	–	–	﹤0.01%	882
2023 Q2	$571	Hold	12	–	–	﹤0.01%	887
2023 Q1	$533	Hold	12	–	–	﹤0.01%	894
2022 Q4	$391	Hold	12	–	–	﹤0.01%	915
2022 Q3	$0	Hold	12	–	–	﹤0.01%	999
2022 Q2	$1K	Sell	12 -2	-14%	-$101	﹤0.01%	852
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	942
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	891
2021 Q3	$1K	Buy	+14	New	+$1.55K	﹤0.01%	869

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonebridge Capital Advisors's APPN Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Appian (APPN) in Q4 2023, closing a stake of 12 shares — an estimated $547 sold.

Stonebridge Capital Advisors first reported a position in APPN in Q3 2021 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 12 Appian shares in Q4 2023, an estimated $547.
Stonebridge Capital Advisors first reported a position in Appian in Q3 2021 and held it in 9 quarters.
Stonebridge Capital Advisors's Appian position peaked at $1K in Q2 2022.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.