TWM
APPN icon

Tradition Wealth Management’s Appian APPN Stock Holding History

Tradition 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
Q1 		– Sell
-50
Closed -$3K – 1148
2021
Q4 		$3K Sell
50
-100
-67% -$8.31K ﹤0.01% 1121
2021
Q3 		$14K Buy
150
+100
+200% +$11.1K ﹤0.01% 805
2021
Q2 		$7K Buy
+50
New +$5.68K ﹤0.01% 1003

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

Tradition Wealth Management's APPN Position: Q1 2022 in Review

Tradition Wealth Management sold out of Appian (APPN) in Q1 2022, closing a stake of 50 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in APPN in Q2 2021 and held it in 3 quarters. The position peaked at $14K in Q3 2021. 269 funds tracked by Wall St. Rank hold APPN as of Q1 2022.

  • Tradition Wealth Management reported no remaining Appian position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 50 Appian shares in Q1 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Appian in Q2 2021 and held it in 3 quarters.
  • Tradition Wealth Management's Appian position peaked at $14K in Q3 2021.
  • 269 funds tracked by Wall St. Rank held Appian as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.