Sugarloaf Wealth Management’s Appian APPN Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-13	Closed	-$1K	–	790
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	737
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	722
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	665
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	699
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	709
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	667
2021 Q1	$2	Hold	13	–	–	﹤0.01%	662
2020 Q4	$2K	Buy	+13	New	+$1.46K	﹤0.01%	625

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sugarloaf Wealth Management's APPN Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Appian (APPN) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in APPN in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2021. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 13 Appian shares in Q4 2022, an estimated $1K.
Sugarloaf Wealth Management first reported a position in Appian in Q4 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's Appian position peaked at $2K in Q2 2021.
212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.