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Tyler-Stone Wealth Management’s Appian APPN Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-190
Closed -$5.86K – 344
2024
Q2 		$5.86K Hold
190
– – ﹤0.01% 731
2024
Q1 		$7.59K Hold
190
– – ﹤0.01% 694
2023
Q4 		$7.16K Hold
190
– – ﹤0.01% 684
2023
Q3 		$9K Hold
190
– – 0.01% 626
2023
Q2 		$9K Buy
+190
New +$8.01K 0.01% 626
2022
Q4 		$6K Hold
190
– – ﹤0.01% 628
2022
Q3 		$8K Hold
190
– – 0.01% 567
2022
Q2 		$9K Hold
190
– – 0.01% 569
2022
Q1 		$12K Hold
190
– – 0.01% 536
2021
Q4 		$12K Buy
+190
New +$15.8K 0.01% 571

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 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
Morgan Stanley
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tyler-Stone Wealth Management's APPN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Appian (APPN) in Q3 2024, closing a stake of 190 shares — an estimated $5.86K sold.

Tyler-Stone Wealth Management first reported a position in APPN in Q4 2021 and held it in 10 quarters. The position peaked at $12K in Q1 2022. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 190 Appian shares in Q3 2024, an estimated $5.86K.
  • Tyler-Stone Wealth Management first reported a position in Appian in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Appian position peaked at $12K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.