CSWM
APPH

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

Cassady Schiller 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
-2,506
Closed -$927 – 488
2023
Q2 		$927 Hold
2,506
– – ﹤0.01% 442
2023
Q1 		$1.53K Hold
2,506
– – ﹤0.01% 409
2022
Q4 		$1.42K Buy
+2,506
New +$3.27K ﹤0.01% 428

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

Cassady Schiller Wealth Management's APPH Position: Q3 2023 in Review

Cassady Schiller Wealth Management sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 2,506 shares — an estimated $927 sold.

Cassady Schiller Wealth Management first reported a position in APPH in Q4 2022 and held it in 3 quarters. The position peaked at $1.53K in Q1 2023. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • Cassady Schiller Wealth Management reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 2,506 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $927.
  • Cassady Schiller Wealth Management first reported a position in AppHarvest, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Cassady Schiller Wealth Management's AppHarvest, Inc. Common Stock position peaked at $1.53K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.