VFM
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Vivid Financial Management’s Appian APPN Stock Holding History

Vivid Financial 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
2021
Q4 		– Sell
-3,249
Closed -$301K – 131
2021
Q3 		$301K Buy
+3,249
New +$360K 0.12% 106
2021
Q2 		– Sell
-3,229
Closed -$429K – 150
2021
Q1 		$429K Buy
3,229
+50
+2% +$8.85K 0.2% 83
2020
Q4 		$515K Buy
+3,179
New +$356K 0.25% 64

Other funds holding APPN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vivid Financial Management's APPN Position: Q4 2021 in Review

Vivid Financial Management sold out of Appian (APPN) in Q4 2021, closing a stake of 3,249 shares — an estimated $301K sold.

Vivid Financial Management first reported a position in APPN in Q4 2020 and held it in 3 quarters. The position peaked at $515K in Q4 2020. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

  • Vivid Financial Management reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
  • Vivid Financial Management sold 3,249 Appian shares in Q4 2021, an estimated $301K.
  • Vivid Financial Management first reported a position in Appian in Q4 2020 and held it in 3 quarters.
  • Vivid Financial Management's Appian position peaked at $515K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.