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Willis Johnson & Associates’s Appian APPN Stock Holding History

Willis Johnson & Associates’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
Q2 		– Sell
-1,751
Closed -$233K – 100
2021
Q1 		$233K Hold
1,751
– – 0.04% 81
2020
Q4 		$284K Buy
+1,751
New +$196K 0.05% 65

Other funds holding APPN

Baillie Gifford & Co
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Willis Johnson & Associates's APPN Position: Q2 2021 in Review

Willis Johnson & Associates sold out of Appian (APPN) in Q2 2021, closing a stake of 1,751 shares — an estimated $233K sold.

Willis Johnson & Associates first reported a position in APPN in Q4 2020 and held it in 2 quarters. The position peaked at $284K in Q4 2020. 283 funds tracked by Wall St. Rank hold APPN as of Q2 2021.

  • Willis Johnson & Associates reported no remaining Appian position as of Q2 2021 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,751 Appian shares in Q2 2021, an estimated $233K.
  • Willis Johnson & Associates first reported a position in Appian in Q4 2020 and held it in 2 quarters.
  • Willis Johnson & Associates's Appian position peaked at $284K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Appian as of Q2 2021.

Based on Willis Johnson & Associates's 13F filing for Q2 2021, filed 16 Jul 2021.