CA
APPH

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

Clearstead 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
2023
Q3 		– Sell
-3,264
Closed -$1.21K – 1581
2023
Q2 		$1.21K Hold
3,264
– – ﹤0.01% 1227
2023
Q1 		$2K Hold
3,264
– – ﹤0.01% 1134
2022
Q4 		$1.85K Sell
3,264
-9,540
-75% -$12.4K ﹤0.01% 1105
2022
Q3 		$25K Hold
12,804
– – ﹤0.01% 742
2022
Q2 		$45K Buy
12,804
+314
+3% +$1.13K ﹤0.01% 643
2022
Q1 		$67K Buy
12,490
+200
+2% +$829 ﹤0.01% 636
2021
Q4 		$48K Hold
12,290
– – ﹤0.01% 666
2021
Q3 		$80K Buy
12,290
+4,745
+63% +$47.1K 0.01% 532
2021
Q2 		$121K Buy
7,545
+1,455
+24% +$23.2K 0.01% 421
2021
Q1 		$111K Buy
+6,090
New +$156K 0.01% 421

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

Clearstead Advisors's APPH Position: Q3 2023 in Review

Clearstead Advisors sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 3,264 shares — an estimated $1.21K sold.

Clearstead Advisors first reported a position in APPH in Q1 2021 and held it in 10 quarters. The position peaked at $121K in Q2 2021. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • Clearstead Advisors reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 3,264 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $1.21K.
  • Clearstead Advisors first reported a position in AppHarvest, Inc. Common Stock in Q1 2021 and held it in 10 quarters.
  • Clearstead Advisors's AppHarvest, Inc. Common Stock position peaked at $121K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.