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Wipfli Financial Advisors’s Appian APPN Stock Holding History

Wipfli Financial Advisors’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 		$13K Buy
+316
New +$15.3K ﹤0.01% 1732

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 $97.9B AUM 20.73% 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
SP
StackLine Partners New York $134M AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's APPN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Appian (APPN) in Q3 2022: 316 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1732 among its holdings.

237 funds tracked by Wall St. Rank hold APPN as of Q3 2022.

  • Wipfli Financial Advisors held 316 shares of Appian worth $13K as of Q3 2022.
  • Appian was a new Wipfli Financial Advisors position in Q3 2022.
  • Appian made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1732 holding.
  • 237 funds tracked by Wall St. Rank held Appian as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.