Tompkins Financial’s Appian APPN Stock Holding History

Tompkins Financial’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 Q4	–	Sell	-400	Closed	-$18.2K	–	652
2023 Q3	$18.2K	Hold	400	–	–	﹤0.01%	412
2023 Q2	$19K	Hold	400	–	–	﹤0.01%	413
2023 Q1	$17.8K	Hold	400	–	–	﹤0.01%	430
2022 Q4	$13K	Hold	400	–	–	﹤0.01%	453
2022 Q3	$16K	Hold	400	–	–	﹤0.01%	429
2022 Q2	$19K	Hold	400	–	–	﹤0.01%	410
2022 Q1	$24K	Buy	+400	New	+$22.7K	﹤0.01%	417

Other funds holding APPN

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tompkins Financial's APPN Position: Q4 2023 in Review

Tompkins Financial sold out of Appian (APPN) in Q4 2023, closing a stake of 400 shares — an estimated $18.2K sold.

Tompkins Financial first reported a position in APPN in Q1 2022 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Tompkins Financial reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Tompkins Financial sold 400 Appian shares in Q4 2023, an estimated $18.2K.
Tompkins Financial first reported a position in Appian in Q1 2022 and held it in 7 quarters.
Tompkins Financial's Appian position peaked at $24K in Q1 2022.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Tompkins Financial's 13F filing for Q4 2023, filed 8 Jan 2024.