AWA
APPH

Arkadios Wealth Advisors’s AppHarvest, Inc. Common Stock APPH Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-390
Closed -$2K – 1886
2021
Q3 		$2K Buy
390
+137
+54% +$1.36K ﹤0.01% 1778
2021
Q2 		$4K Buy
+253
New +$4.04K ﹤0.01% 1793

Other funds holding APPH

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's APPH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of AppHarvest, Inc. Common Stock (APPH) in Q4 2021, closing a stake of 390 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in APPH in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 158 funds tracked by Wall St. Rank hold APPH as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining AppHarvest, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 390 AppHarvest, Inc. Common Stock shares in Q4 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in AppHarvest, Inc. Common Stock in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's AppHarvest, Inc. Common Stock position peaked at $4K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.