TRUE Private Wealth Advisors’s Appian APPN Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-60	Closed	-$9K	–	259
2020 Q4	$9K	Buy	+60	New	+$6.72K	﹤0.01%	541

Other funds holding APPN

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

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

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

TRUE Private Wealth Advisors's APPN Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Appian (APPN) in Q1 2021, closing a stake of 60 shares — an estimated $9K sold.

TRUE Private Wealth Advisors first reported a position in APPN in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 322 funds tracked by Wall St. Rank hold APPN as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Appian position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 60 Appian shares in Q1 2021, an estimated $9K.
TRUE Private Wealth Advisors first reported a position in Appian in Q4 2020 and held it in 1 quarter.
TRUE Private Wealth Advisors's Appian position peaked at $9K in Q4 2020.
322 funds tracked by Wall St. Rank held Appian as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.