Tobias Financial Advisors’s Appian APPN Stock Holding History

Tobias Financial 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
2020 Q1	–	Sell	-40	Closed	-$1K	–	72
2019 Q4	$1K	Buy	+40	New	+$1.72K	﹤0.01%	266

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Tobias Financial Advisors's APPN Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Appian (APPN) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

Tobias Financial Advisors first reported a position in APPN in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 172 funds tracked by Wall St. Rank hold APPN as of Q1 2020.

Tobias Financial Advisors reported no remaining Appian position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 40 Appian shares in Q1 2020, an estimated $1K.
Tobias Financial Advisors first reported a position in Appian in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's Appian position peaked at $1K in Q4 2019.
172 funds tracked by Wall St. Rank held Appian as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.