Valley Wealth Managers’s Appian APPN Stock Holding History

Valley Wealth Managers’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 Q4	–	Sell	-12	Closed	-$473	–	376
2022 Q3	$0	Buy	+12	New	+$582	﹤0.01%	431

Other funds holding APPN

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

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

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

Valley Wealth Managers's APPN Position: Q4 2022 in Review

Valley Wealth Managers sold out of Appian (APPN) in Q4 2022, closing a stake of 12 shares — an estimated $473 sold.

Valley Wealth Managers first reported a position in APPN in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

Valley Wealth Managers reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 12 Appian shares in Q4 2022, an estimated $473.
Valley Wealth Managers first reported a position in Appian in Q3 2022 and held it in 1 quarter.
Valley Wealth Managers's Appian position peaked at $0 in Q3 2022.
212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.