WealthShield Partners’s Appian APPN Stock Holding History

WealthShield 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	-172	Closed	-$24K	–	266
2021 Q2	$24K	Hold	172	–	–	﹤0.01%	618
2021 Q1	$23K	Buy	+172	New	+$30.4K	﹤0.01%	634

Other funds holding APPN

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthShield Partners's APPN Position: Q3 2021 in Review

WealthShield Partners sold out of Appian (APPN) in Q3 2021, closing a stake of 172 shares — an estimated $24K sold.

WealthShield Partners first reported a position in APPN in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 284 funds tracked by Wall St. Rank hold APPN as of Q3 2021.

WealthShield Partners reported no remaining Appian position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 172 Appian shares in Q3 2021, an estimated $24K.
WealthShield Partners first reported a position in Appian in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Appian position peaked at $24K in Q2 2021.
284 funds tracked by Wall St. Rank held Appian as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.