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TCI Wealth Advisors’s Appian APPN Stock Holding History

TCI Wealth 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
Q2 		– Sell
-17
Closed -$755 – 332
2023
Q1 		$755 Sell
17
-90
-84% -$3.64K ﹤0.01% 2148
2022
Q4 		$3.48K Sell
107
-288
-73% -$11.4K ﹤0.01% 1766
2022
Q3 		$16K Buy
395
+39
+11% +$1.89K ﹤0.01% 750
2022
Q2 		$17K Sell
356
-57
-14% -$2.87K ﹤0.01% 698
2022
Q1 		$25K Buy
413
+20
+5% +$1.14K ﹤0.01% 593
2021
Q4 		$26K Buy
393
+62
+19% +$5.15K ﹤0.01% 588
2021
Q3 		$31K Buy
331
+76
+30% +$8.42K ﹤0.01% 535
2021
Q2 		$35K Sell
255
-23
-8% -$2.61K 0.01% 472
2021
Q1 		$37K Buy
278
+88
+46% +$15.6K 0.02% 423
2020
Q4 		$31K Hold
190
– – 0.01% 414
2020
Q3 		$12K Buy
190
+175
+1,167% +$9.47K ﹤0.01% 535
2020
Q2 		$1K Hold
15
– – ﹤0.01% 1197
2020
Q1 		$1K Buy
15
+10
+200% +$465 ﹤0.01% 1178
2019
Q4 		$0 Hold
5
– – ﹤0.01% 1529
2019
Q3 		$0 Sell
5
-3
-38% -$140 ﹤0.01% 1488
2019
Q2 		$0 Hold
8
– – ﹤0.01% 1411
2019
Q1 		$0 Hold
8
– – ﹤0.01% 1405
2018
Q4 		$0 Buy
+8
New +$214 ﹤0.01% 1437

Other funds holding APPN

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's APPN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Appian (APPN) in Q2 2023, closing a stake of 17 shares — an estimated $755 sold.

TCI Wealth Advisors first reported a position in APPN in Q4 2018 and held it in 18 quarters. The position peaked at $37K in Q1 2021. 211 funds tracked by Wall St. Rank hold APPN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Appian position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 17 Appian shares in Q2 2023, an estimated $755.
  • TCI Wealth Advisors first reported a position in Appian in Q4 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's Appian position peaked at $37K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Appian as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.