Toth Financial Advisory’s Appian APPN Stock Holding History

Toth Financial Advisory’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	-500	Closed	-$22.8K	–	727
2023 Q3	$22.8K	Sell	500 -10	-2%	-$479	﹤0.01%	353
2023 Q2	$24.3K	Buy	510 +10	+2%	+$421	﹤0.01%	364
2023 Q1	$22.2K	Hold	500	–	–	﹤0.01%	372
2022 Q4	$16.3K	Sell	500 -13	-3%	-$513	﹤0.01%	396
2022 Q3	$21K	Sell	513 -20	-4%	-$970	﹤0.01%	367
2022 Q2	$25K	Buy	533 +18	+3%	+$905	﹤0.01%	341
2022 Q1	$31K	Hold	515	–	–	﹤0.01%	332
2021 Q4	$34K	Hold	515	–	–	﹤0.01%	329
2021 Q3	$48K	Buy	515 +15	+3%	+$1.66K	0.01%	314
2021 Q2	$69K	Hold	500	–	–	0.01%	250
2021 Q1	$66K	Hold	500	–	–	0.01%	267
2020 Q4	$81K	Hold	500	–	–	0.01%	228
2020 Q3	$32K	Hold	500	–	–	0.01%	267
2020 Q2	$26K	Buy	+500	New	+$24.4K	0.01%	261

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

Toth Financial Advisory's APPN Position: Q4 2023 in Review

Toth Financial Advisory sold out of Appian (APPN) in Q4 2023, closing a stake of 500 shares — an estimated $22.8K sold.

Toth Financial Advisory first reported a position in APPN in Q2 2020 and held it in 14 quarters. The position peaked at $81K in Q4 2020. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Toth Financial Advisory reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 500 Appian shares in Q4 2023, an estimated $22.8K.
Toth Financial Advisory first reported a position in Appian in Q2 2020 and held it in 14 quarters.
Toth Financial Advisory's Appian position peaked at $81K in Q4 2020.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.