WAM
APPN icon

Wealthspire Advisors (Maryland)’s Appian APPN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-19,322
Closed -$990K – 491
2020
Q2 		$990K Sell
19,322
-2,878
-13% -$140K 0.07% 162
2020
Q1 		$893K Sell
22,200
-4,816
-18% -$224K 0.08% 150
2019
Q4 		$1.03M Buy
+27,016
New +$1.16M 0.07% 165
2019
Q2 		– Sell
-55
Closed -$2K – 549
2019
Q1 		$2K Hold
55
– – ﹤0.01% 2118
2018
Q4 		$1K Sell
55
-200
-78% -$5.34K ﹤0.01% 2216
2018
Q3 		$8K Sell
255
-225
-47% -$7.68K ﹤0.01% 1590
2018
Q2 		$17K Buy
480
+300
+167% +$9.3K ﹤0.01% 1368
2018
Q1 		$5K Buy
180
+80
+80% +$2.42K ﹤0.01% 1787
2017
Q4 		$3K Buy
+100
New +$2.31K ﹤0.01% 1966

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s APPN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Appian (APPN) in Q3 2020, closing a stake of 19,322 shares — an estimated $990K sold.

Wealthspire Advisors (Maryland) first reported a position in APPN in Q4 2017 and held it in 9 quarters. The position peaked at $1.03M in Q4 2019. 214 funds tracked by Wall St. Rank hold APPN as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Appian position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 19,322 Appian shares in Q3 2020, an estimated $990K.
  • Wealthspire Advisors (Maryland) first reported a position in Appian in Q4 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Appian position peaked at $1.03M in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Appian as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.