Tradewinds Capital Management’s Appian APPN Stock Holding History

Tradewinds Capital 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
2024 Q4	–	Sell	-85	Closed	-$2.9K	–	671
2024 Q3	$2.9K	Hold	85	–	–	﹤0.01%	440
2024 Q2	$2.62K	Hold	85	–	–	﹤0.01%	428
2024 Q1	$3.4K	Hold	85	–	–	﹤0.01%	384
2023 Q4	$3.2K	Hold	85	–	–	﹤0.01%	315
2023 Q3	$3.88K	Hold	85	–	–	﹤0.01%	302
2023 Q2	$4.05K	Sell	85 -5	-6%	-$211	﹤0.01%	294
2023 Q1	$4K	Buy	90 +5	+6%	+$202	﹤0.01%	297
2022 Q4	$2.77K	Hold	85	–	–	﹤0.01%	336
2022 Q3	$3K	Hold	85	–	–	﹤0.01%	294
2022 Q2	$4K	Hold	85	–	–	﹤0.01%	279
2022 Q1	$5K	Hold	85	–	–	﹤0.01%	556
2021 Q4	$6K	Hold	85	–	–	﹤0.01%	546
2021 Q3	$8K	Hold	85	–	–	﹤0.01%	491
2021 Q2	$12K	Hold	85	–	–	﹤0.01%	445
2021 Q1	$11K	Buy	85 +35	+70%	+$6.19K	﹤0.01%	434
2020 Q4	$8K	Sell	50 -50	-50%	-$5.6K	﹤0.01%	449
2020 Q3	$6K	Sell	100 -200	-67%	-$10.8K	﹤0.01%	453
2020 Q2	$15K	Buy	300 +100	+50%	+$4.88K	﹤0.01%	323
2020 Q1	$8K	Buy	+200	New	+$9.29K	﹤0.01%	380

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tradewinds Capital Management's APPN Position: Q4 2024 in Review

Tradewinds Capital Management sold out of Appian (APPN) in Q4 2024, closing a stake of 85 shares — an estimated $2.9K sold.

Tradewinds Capital Management first reported a position in APPN in Q1 2020 and held it in 19 quarters. The position peaked at $15K in Q2 2020. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

Tradewinds Capital Management reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
Tradewinds Capital Management sold 85 Appian shares in Q4 2024, an estimated $2.9K.
Tradewinds Capital Management first reported a position in Appian in Q1 2020 and held it in 19 quarters.
Tradewinds Capital Management's Appian position peaked at $15K in Q2 2020.
203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Tradewinds Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.