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Valeo Financial Advisors’s Appian APPN Stock Holding History

Valeo Financial 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
2022
Q2 		– Sell
-8,210
Closed -$499K – 525
2022
Q1 		$499K Sell
8,210
-21
-0.3% -$1.19K 0.03% 328
2021
Q4 		$537K Buy
8,231
+1,056
+15% +$87.8K 0.03% 288
2021
Q3 		$664K Buy
7,175
+1,000
+16% +$111K 0.04% 243
2021
Q2 		$851K Buy
6,175
+663
+12% +$75.3K 0.05% 184
2021
Q1 		$733K Buy
5,512
+3,812
+224% +$674K 0.03% 216
2020
Q4 		$276K Sell
1,700
-710
-29% -$79.5K 0.01% 354
2020
Q3 		$156K Sell
2,410
-522
-18% -$28.2K 0.01% 371
2020
Q2 		$150K Buy
2,932
+791
+37% +$38.6K 0.01% 382
2020
Q1 		$79K Buy
2,141
+1,185
+124% +$55.1K 0.01% 478
2019
Q4 		$37K Buy
956
+100
+12% +$4.31K ﹤0.01% 749
2019
Q3 		$41K Buy
856
+20
+2% +$936 ﹤0.01% 664
2019
Q2 		$30K Buy
836
+380
+83% +$13K ﹤0.01% 734
2019
Q1 		$16K Hold
456
– – ﹤0.01% 834
2018
Q4 		$12K Buy
456
+56
+14% +$1.5K ﹤0.01% 825
2018
Q3 		$10K Buy
+400
New +$13.7K ﹤0.01% 955
2018
Q2 		– Sell
-12
Closed – – 1609
2018
Q1 		$0 Hold
12
– – ﹤0.01% 1531
2017
Q4 		$0 Hold
12
– – ﹤0.01% 1382
2017
Q3 		$0 Buy
+12
New +$262 ﹤0.01% 1174

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

Valeo Financial Advisors's APPN Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Appian (APPN) in Q2 2022, closing a stake of 8,210 shares — an estimated $499K sold.

Valeo Financial Advisors first reported a position in APPN in Q3 2017 and held it in 18 quarters. The position peaked at $851K in Q2 2021. 243 funds tracked by Wall St. Rank hold APPN as of Q2 2022.

  • Valeo Financial Advisors reported no remaining Appian position as of Q2 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,210 Appian shares in Q2 2022, an estimated $499K.
  • Valeo Financial Advisors first reported a position in Appian in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Appian position peaked at $851K in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Appian as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.