Triad Wealth Partners’s Appian APPN Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-7	Closed	-$216	–	96
2024 Q2	$216	Buy	+7	New	+$230	﹤0.01%	938

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

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 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

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

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

Triad Wealth Partners's APPN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Appian (APPN) in Q3 2024, closing a stake of 7 shares — an estimated $216 sold.

Triad Wealth Partners first reported a position in APPN in Q2 2024 and held it in 1 quarter. The position peaked at $216 in Q2 2024. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

Triad Wealth Partners reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 7 Appian shares in Q3 2024, an estimated $216.
Triad Wealth Partners first reported a position in Appian in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Appian position peaked at $216 in Q2 2024.
192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.