Your Advocates Ltd’s Appian APPN Stock Holding History

Your Advocates Ltd’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
2023 Q4	–	Sell	-5	Closed	-$228	–	238
2023 Q3	$228	Buy	+5	New	+$240	﹤0.01%	266

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Your Advocates Ltd's APPN Position: Q4 2023 in Review

Your Advocates Ltd sold out of Appian (APPN) in Q4 2023, closing a stake of 5 shares — an estimated $228 sold.

Your Advocates Ltd first reported a position in APPN in Q3 2023 and held it in 1 quarter. The position peaked at $228 in Q3 2023. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Your Advocates Ltd reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 5 Appian shares in Q4 2023, an estimated $228.
Your Advocates Ltd first reported a position in Appian in Q3 2023 and held it in 1 quarter.
Your Advocates Ltd's Appian position peaked at $228 in Q3 2023.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.