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Tortoise Investment Management’s Appian APPN Stock Holding History

Tortoise Investment 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
2020
Q2 		– Sell
-500
Closed -$20K – 506
2020
Q1 		$20K Buy
+500
New +$23.2K 0.01% 288

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tortoise Investment Management's APPN Position: Q2 2020 in Review

Tortoise Investment Management sold out of Appian (APPN) in Q2 2020, closing a stake of 500 shares — an estimated $20K sold.

Tortoise Investment Management first reported a position in APPN in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 209 funds tracked by Wall St. Rank hold APPN as of Q2 2020.

  • Tortoise Investment Management reported no remaining Appian position as of Q2 2020 after selling out during the quarter.
  • Tortoise Investment Management sold 500 Appian shares in Q2 2020, an estimated $20K.
  • Tortoise Investment Management first reported a position in Appian in Q1 2020 and held it in 1 quarter.
  • Tortoise Investment Management's Appian position peaked at $20K in Q1 2020.
  • 209 funds tracked by Wall St. Rank held Appian as of Q2 2020.

Based on Tortoise Investment Management's 13F filing for Q2 2020, filed 6 Aug 2020.