Tocqueville Asset Management’s Appian APPN Stock Holding History

Tocqueville Asset 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
2019 Q4	–	Sell	-4,900	Closed	-$233K	–	729
2019 Q3	$233K	Buy	+4,900	New	+$229K	﹤0.01%	696
2018 Q4	–	Sell	-8,900	Closed	-$295K	–	750
2018 Q3	$295K	Buy	8,900 +1,350	+18%	+$46.1K	﹤0.01%	697
2018 Q2	$273K	Buy	+7,550	New	+$234K	﹤0.01%	710

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

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

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

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

AAMU

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

Tocqueville Asset Management's APPN Position: Q4 2019 in Review

Tocqueville Asset Management sold out of Appian (APPN) in Q4 2019, closing a stake of 4,900 shares — an estimated $233K sold.

Tocqueville Asset Management first reported a position in APPN in Q2 2018 and held it in 3 quarters. The position peaked at $295K in Q3 2018. 159 funds tracked by Wall St. Rank hold APPN as of Q4 2019.

Tocqueville Asset Management reported no remaining Appian position as of Q4 2019 after selling out during the quarter.
Tocqueville Asset Management sold 4,900 Appian shares in Q4 2019, an estimated $233K.
Tocqueville Asset Management first reported a position in Appian in Q2 2018 and held it in 3 quarters.
Tocqueville Asset Management's Appian position peaked at $295K in Q3 2018.
159 funds tracked by Wall St. Rank held Appian as of Q4 2019.

Based on Tocqueville Asset Management's 13F filing for Q4 2019, filed 14 Jan 2020.