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
2020 Q3	–	Sell	-500	Closed	-$26K	–	1596
2020 Q2	$26K	Buy	+500	New	+$24.4K	﹤0.01%	957

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

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

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.