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Total Clarity Wealth Management’s Appian APPN Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-1,573
Closed -$74K – 259
2022
Q2 		$74K Buy
+1,573
New +$79.1K 0.04% 354
2022
Q1 		– Sell
-1,873
Closed -$122K – 250
2021
Q4 		$122K Buy
1,873
+163
+10% +$13.5K 0.06% 286
2021
Q3 		$158K Hold
1,710
– – 0.08% 241
2021
Q2 		$236K Buy
1,710
+75
+5% +$8.52K 0.13% 188
2021
Q1 		$217K Sell
1,635
-4,910
-75% -$869K 0.12% 167
2020
Q4 		$1.06M Sell
6,545
-100
-2% -$11.2K 0.74% 37
2020
Q3 		$430K Buy
6,645
+300
+5% +$16.2K 0.38% 79
2020
Q2 		$325K Buy
6,345
+20
+0.3% +$976 0.3% 93
2020
Q1 		$254K Buy
6,325
+675
+12% +$31.4K 0.39% 84
2019
Q4 		$216K Buy
+5,650
New +$244K 0.16% 117

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Total Clarity Wealth Management's APPN Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Appian (APPN) in Q3 2022, closing a stake of 1,573 shares — an estimated $74K sold.

Total Clarity Wealth Management first reported a position in APPN in Q4 2019 and held it in 10 quarters. The position peaked at $1.06M in Q4 2020. 237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Appian position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,573 Appian shares in Q3 2022, an estimated $74K.
  • Total Clarity Wealth Management first reported a position in Appian in Q4 2019 and held it in 10 quarters.
  • Total Clarity Wealth Management's Appian position peaked at $1.06M in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.