Wagner Wealth Management (South Carolina)’s Appian APPN Stock Holding History

Wagner Wealth Management (South Carolina)’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	-260	Closed	-$11K	–	259
2022 Q3	$11K	Hold	260	–	–	0.01%	406
2022 Q2	$12K	Buy	+260	New	+$13.1K	0.01%	409
2022 Q1	–	Sell	-260	Closed	-$17K	–	227
2021 Q4	$17K	Hold	260	–	–	0.01%	414
2021 Q3	$26K	Hold	260	–	–	0.02%	338
2021 Q2	$36K	Hold	260	–	–	0.03%	301
2021 Q1	$35K	Buy	+260	New	+$46K	0.03%	276

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

Wagner Wealth Management (South Carolina)'s APPN Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Appian (APPN) in Q4 2022, closing a stake of 260 shares — an estimated $11K sold.

Wagner Wealth Management (South Carolina) first reported a position in APPN in Q1 2021 and held it in 6 quarters. The position peaked at $36K in Q2 2021. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 260 Appian shares in Q4 2022, an estimated $11K.
Wagner Wealth Management (South Carolina) first reported a position in Appian in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Appian position peaked at $36K in Q2 2021.
212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.