Wedbush Securities’s Appian APPN Stock Holding History

Wedbush Securities’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	-2,792	Closed	-$258K	–	1174
2021 Q3	$258K	Sell	2,792 -1,335	-32%	-$148K	0.01%	938
2021 Q2	$568K	Sell	4,127 -2,250	-35%	-$256K	0.03%	578
2021 Q1	$848K	Sell	6,377 -449	-7%	-$79.4K	0.05%	378
2020 Q4	$1.11M	Sell	6,826 -2,176	-24%	-$244K	0.1%	216
2020 Q3	$583K	Buy	9,002 +1,058	+13%	+$57.2K	0.06%	377
2020 Q2	$407K	Buy	+7,944	New	+$388K	0.04%	498

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return

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

Wedbush Securities's APPN Position: Q4 2021 in Review

Wedbush Securities sold out of Appian (APPN) in Q4 2021, closing a stake of 2,792 shares — an estimated $258K sold.

Wedbush Securities first reported a position in APPN in Q2 2020 and held it in 6 quarters. The position peaked at $1.11M in Q4 2020. 267 funds tracked by Wall St. Rank hold APPN as of Q4 2021.

Wedbush Securities reported no remaining Appian position as of Q4 2021 after selling out during the quarter.
Wedbush Securities sold 2,792 Appian shares in Q4 2021, an estimated $258K.
Wedbush Securities first reported a position in Appian in Q2 2020 and held it in 6 quarters.
Wedbush Securities's Appian position peaked at $1.11M in Q4 2020.
267 funds tracked by Wall St. Rank held Appian as of Q4 2021.

Based on Wedbush Securities's 13F filing for Q4 2021, filed 13 Jan 2022.