West Oak Capital’s Appian APPN Stock Holding History

West Oak Capital’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 Q3	–	Sell	-50	Closed	-$2K	–	324
2022 Q2	$2K	Buy	+50	New	+$2.51K	﹤0.01%	297
2020 Q4	–	Sell	-25	Closed	-$2K	–	322
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	264
2020 Q2	$1K	Buy	25 +15	+150%	+$732	﹤0.01%	272
2020 Q1	$0	Buy	+10	New	+$465	﹤0.01%	286

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

West Oak Capital's APPN Position: Q3 2022 in Review

West Oak Capital sold out of Appian (APPN) in Q3 2022, closing a stake of 50 shares — an estimated $2K sold.

West Oak Capital first reported a position in APPN in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

West Oak Capital reported no remaining Appian position as of Q3 2022 after selling out during the quarter.
West Oak Capital sold 50 Appian shares in Q3 2022, an estimated $2K.
West Oak Capital first reported a position in Appian in Q1 2020 and held it in 4 quarters.
West Oak Capital's Appian position peaked at $2K in Q2 2022.
237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on West Oak Capital's 13F filing for Q3 2022, filed 28 Oct 2022.