Western Wealth Management’s Appian APPN Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-5,460	Closed	-$221K	–	617
2022 Q3	$221K	Sell	5,460 -20	-0.4%	-$970	0.01%	722
2022 Q2	$262K	Sell	5,480 -130	-2%	-$6.53K	0.02%	651
2022 Q1	$342K	Buy	5,610 +2,400	+75%	+$136K	0.02%	630
2021 Q4	$210K	Buy	+3,210	New	+$267K	0.02%	574
2021 Q2	$452K	Sell	3,285 -18	-0.5%	-$2.04K	0.05%	377
2021 Q1	$439K	Buy	3,303 +166	+5%	+$29.4K	0.06%	314
2020 Q4	$508K	Sell	3,137 -1	-0%	-$112	0.07%	251
2020 Q3	$203K	Buy	+3,138	New	+$170K	0.03%	411

Other funds holding APPN

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

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

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

Western Wealth Management's APPN Position: Q4 2022 in Review

Western Wealth Management sold out of Appian (APPN) in Q4 2022, closing a stake of 5,460 shares — an estimated $221K sold.

Western Wealth Management first reported a position in APPN in Q3 2020 and held it in 8 quarters. The position peaked at $508K in Q4 2020. 212 funds tracked by Wall St. Rank hold APPN as of Q4 2022.

Western Wealth Management reported no remaining Appian position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 5,460 Appian shares in Q4 2022, an estimated $221K.
Western Wealth Management first reported a position in Appian in Q3 2020 and held it in 8 quarters.
Western Wealth Management's Appian position peaked at $508K in Q4 2020.
212 funds tracked by Wall St. Rank held Appian as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.