Bank of Montreal
APPH

Bank of Montreal’s AppHarvest, Inc. Common Stock APPH Stock Holding History

Bank of Montreal’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
-36,500
Closed -$16.4K – 4410
2023
Q2 		$16.4K Sell
36,500
-4,072
-10% -$1.84K ﹤0.01% 3748
2023
Q1 		$25K Sell
40,572
-8,728
-18% -$10.5K ﹤0.01% 3488
2022
Q4 		$31.6K Sell
49,300
-40
-0.1% -$52 ﹤0.01% 3622
2022
Q3 		$102 Buy
49,340
+39,339
+393% +$127K ﹤0.01% 3462
2022
Q2 		$40 Buy
10,001
+476
+5% +$1.71K ﹤0.01% 3671
2022
Q1 		$52K Sell
9,525
-62,375
-87% -$258K ﹤0.01% 3790
2021
Q4 		$287K Buy
71,900
+62,613
+674% +$335K ﹤0.01% 2751
2021
Q3 		$59K Buy
+9,287
New +$92.3K ﹤0.01% 3534

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 $508M AUM 24.82% 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

Bank of Montreal's APPH Position: Q3 2023 in Review

Bank of Montreal sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 36,500 shares — an estimated $16.4K sold.

Bank of Montreal first reported a position in APPH in Q3 2021 and held it in 8 quarters. The position peaked at $287K in Q4 2021. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • Bank of Montreal reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 36,500 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $16.4K.
  • Bank of Montreal first reported a position in AppHarvest, Inc. Common Stock in Q3 2021 and held it in 8 quarters.
  • Bank of Montreal's AppHarvest, Inc. Common Stock position peaked at $287K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.