SWP
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Stratos Wealth Partners’s Appian APPN Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-2,219
Closed -$360K – 1121
2020
Q4 		$360K Buy
+2,219
New +$248K 0.01% 781
2018
Q4 		– Sell
-490
Closed -$16K – 934
2018
Q3 		$16K Buy
+490
New +$16.7K ﹤0.01% 1966

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's APPN Position: Q1 2021 in Review

Stratos Wealth Partners sold out of Appian (APPN) in Q1 2021, closing a stake of 2,219 shares — an estimated $360K sold.

Stratos Wealth Partners first reported a position in APPN in Q3 2018 and held it in 2 quarters. The position peaked at $360K in Q4 2020. 322 funds tracked by Wall St. Rank hold APPN as of Q1 2021.

  • Stratos Wealth Partners reported no remaining Appian position as of Q1 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,219 Appian shares in Q1 2021, an estimated $360K.
  • Stratos Wealth Partners first reported a position in Appian in Q3 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Appian position peaked at $360K in Q4 2020.
  • 322 funds tracked by Wall St. Rank held Appian as of Q1 2021.

Based on Stratos Wealth Partners's 13F filing for Q1 2021, filed 27 Apr 2021.