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Venturi Wealth Management’s Appian APPN Stock Holding History

Venturi 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
2025
Q1 		– Sell
-321
Closed -$10.6K – 640
2024
Q4 		$10.6K Sell
321
-152
-32% -$5.43K ﹤0.01% 1419
2024
Q3 		$16.1K Buy
473
+152
+47% +$4.92K ﹤0.01% 1076
2024
Q2 		$9.91K Hold
321
– – ﹤0.01% 1107
2024
Q1 		$12.8K Sell
321
-2,700
-89% -$93.6K ﹤0.01% 866
2023
Q4 		$114K Hold
3,021
– – 0.01% 399
2023
Q3 		$138K Buy
3,021
+200
+7% +$9.58K 0.01% 368
2023
Q2 		$134K Buy
2,821
+200
+8% +$8.43K 0.01% 346
2023
Q1 		$116K Buy
+2,621
New +$106K 0.01% 385

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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Venturi Wealth Management's APPN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Appian (APPN) in Q1 2025, closing a stake of 321 shares — an estimated $10.6K sold.

Venturi Wealth Management first reported a position in APPN in Q1 2023 and held it in 8 quarters. The position peaked at $138K in Q3 2023. 221 funds tracked by Wall St. Rank hold APPN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Appian position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 321 Appian shares in Q1 2025, an estimated $10.6K.
  • Venturi Wealth Management first reported a position in Appian in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Appian position peaked at $138K in Q3 2023.
  • 221 funds tracked by Wall St. Rank held Appian as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.