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TD Private Client Wealth’s Appian APPN Stock Holding History

TD Private Client Wealth’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
Q3 		– Sell
-100
Closed -$4.76K – 1218
2023
Q2 		$4.76K Buy
+100
New +$4.21K ﹤0.01% 1129
2021
Q2 		– Sell
-9
Closed -$1.2K – 1220
2021
Q1 		$1.2K Buy
+9
New +$1.59K ﹤0.01% 1047

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

TD Private Client Wealth's APPN Position: Q3 2023 in Review

TD Private Client Wealth sold out of Appian (APPN) in Q3 2023, closing a stake of 100 shares — an estimated $4.76K sold.

TD Private Client Wealth first reported a position in APPN in Q1 2021 and held it in 2 quarters. The position peaked at $4.76K in Q2 2023. 202 funds tracked by Wall St. Rank hold APPN as of Q3 2023.

  • TD Private Client Wealth reported no remaining Appian position as of Q3 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 100 Appian shares in Q3 2023, an estimated $4.76K.
  • TD Private Client Wealth first reported a position in Appian in Q1 2021 and held it in 2 quarters.
  • TD Private Client Wealth's Appian position peaked at $4.76K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Appian as of Q3 2023.

Based on TD Private Client Wealth's 13F filing for Q3 2023, filed 16 Aug 2024.