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Wealthcare Advisory Partners’s Appian APPN Stock Holding History

Wealthcare Advisory Partners’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
Q3 		– Sell
-1,662
Closed -$229K – 547
2021
Q2 		$229K Hold
1,662
– – 0.02% 491
2021
Q1 		$221K Sell
1,662
-300
-15% -$53.1K 0.02% 455
2020
Q4 		$318K Buy
+1,962
New +$220K 0.03% 309
2020
Q2 		– Sell
-2,662
Closed -$107K – 374
2020
Q1 		$107K Buy
2,662
+2,472
+1,301% +$115K 0.02% 363
2019
Q4 		$7K Hold
190
– – ﹤0.01% 1022
2019
Q3 		$9K Buy
+190
New +$8.89K ﹤0.01% 934

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Advisory Partners's APPN Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of Appian (APPN) in Q3 2021, closing a stake of 1,662 shares — an estimated $229K sold.

Wealthcare Advisory Partners first reported a position in APPN in Q3 2019 and held it in 6 quarters. The position peaked at $318K in Q4 2020. 284 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

  • Wealthcare Advisory Partners reported no remaining Appian position as of Q3 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,662 Appian shares in Q3 2021, an estimated $229K.
  • Wealthcare Advisory Partners first reported a position in Appian in Q3 2019 and held it in 6 quarters.
  • Wealthcare Advisory Partners's Appian position peaked at $318K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.