AWM
APPH

AE Wealth Management’s AppHarvest, Inc. Common Stock APPH Stock Holding History

AE Wealth Management’s Portfolio APPH Stock Details APPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,131
Closed -$4.86K – 2109
2023
Q2 		$4.86K Buy
13,131
+200
+2% +$90 ﹤0.01% 1884
2023
Q1 		$7.92K Sell
12,931
-28,855
-69% -$34.6K ﹤0.01% 1856
2022
Q4 		$23.7K Buy
41,786
+30,189
+260% +$39.3K ﹤0.01% 1780
2022
Q3 		$23K Buy
+11,597
New +$37.5K ﹤0.01% 1712

Other funds holding APPH

GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AE Wealth Management's APPH Position: Q3 2023 in Review

AE Wealth Management sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 13,131 shares — an estimated $4.86K sold.

AE Wealth Management first reported a position in APPH in Q3 2022 and held it in 4 quarters. The position peaked at $23.7K in Q4 2022. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • AE Wealth Management reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 13,131 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $4.86K.
  • AE Wealth Management first reported a position in AppHarvest, Inc. Common Stock in Q3 2022 and held it in 4 quarters.
  • AE Wealth Management's AppHarvest, Inc. Common Stock position peaked at $23.7K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.