Carson Wealth (CWM LLC)
APPH

Carson Wealth (CWM LLC)’s AppHarvest, Inc. Common Stock APPH Stock Holding History

Carson Wealth (CWM LLC)’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
-4,795
Closed -$2K – 4664
2023
Q2 		$2K Sell
4,795
-76
-2% -$34 ﹤0.01% 3878
2023
Q1 		$3K Hold
4,871
– – ﹤0.01% 3596
2022
Q4 		$3K Buy
4,871
+3,983
+449% +$5.19K ﹤0.01% 3482
2022
Q3 		$2K Buy
888
+382
+75% +$1.24K ﹤0.01% 3578
2022
Q2 		$2K Buy
506
+200
+65% +$717 ﹤0.01% 3458
2022
Q1 		$2K Buy
+306
New +$1.27K ﹤0.01% 3268

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

Carson Wealth (CWM LLC)'s APPH Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 4,795 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in APPH in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q1 2023. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,795 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in AppHarvest, Inc. Common Stock in Q1 2022 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s AppHarvest, Inc. Common Stock position peaked at $3K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.