Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-6,244
Closed -$320K 180
2020
Q2
$320K Buy
6,244
+210
+3% +$10.2K 0.08% 256
2020
Q1
$243K Buy
+6,034
New +$280K 0.08% 257

Other funds holding APPN

V Wealth Advisors's APPN Position: Q3 2020 in Review

V Wealth Advisors sold out of Appian (APPN) in Q3 2020, closing a stake of 6,244 shares — an estimated $320K sold.

V Wealth Advisors first reported a position in APPN in Q1 2020 and held it in 2 quarters. The position peaked at $320K in Q2 2020. 214 funds tracked by Wall St. Rank hold APPN as of Q3 2020.

  • V Wealth Advisors reported no remaining Appian position as of Q3 2020 after selling out during the quarter.
  • V Wealth Advisors sold 6,244 Appian shares in Q3 2020, an estimated $320K.
  • V Wealth Advisors first reported a position in Appian in Q1 2020 and held it in 2 quarters.
  • V Wealth Advisors's Appian position peaked at $320K in Q2 2020.
  • 214 funds tracked by Wall St. Rank held Appian as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.