TFO Wealth Partners’s Appian APPN Stock Holding History

TFO 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 Q2	–	Sell	-2,000	Closed	-$266K	–	111
2021 Q1	$266K	Buy	+2,000	New	+$354K	0.08%	29

Other funds holding APPN

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

TFO Wealth Partners's APPN Position: Q2 2021 in Review

TFO Wealth Partners sold out of Appian (APPN) in Q2 2021, closing a stake of 2,000 shares — an estimated $266K sold.

TFO Wealth Partners first reported a position in APPN in Q1 2021 and held it in 1 quarter. The position peaked at $266K in Q1 2021. 283 funds tracked by Wall St. Rank hold APPN as of Q2 2021.

TFO Wealth Partners reported no remaining Appian position as of Q2 2021 after selling out during the quarter.
TFO Wealth Partners sold 2,000 Appian shares in Q2 2021, an estimated $266K.
TFO Wealth Partners first reported a position in Appian in Q1 2021 and held it in 1 quarter.
TFO Wealth Partners's Appian position peaked at $266K in Q1 2021.
283 funds tracked by Wall St. Rank held Appian as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.