Creative Planning
APPH

Creative Planning’s AppHarvest, Inc. Common Stock APPH Stock Holding History

Creative Planning’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
-15,458
Closed -$5.72K – 3091
2023
Q2 		$5.72K Buy
15,458
+2,300
+17% +$1.04K ﹤0.01% 2567
2023
Q1 		$8.06K Buy
+13,158
New +$15.8K ﹤0.01% 2473
2021
Q4 		– Sell
-13,887
Closed -$91K – 2243
2021
Q3 		$91K Sell
13,887
-4,890
-26% -$48.6K ﹤0.01% 1954
2021
Q2 		$300K Buy
18,777
+2,792
+17% +$44.5K ﹤0.01% 1564
2021
Q1 		$293K Buy
+15,985
New +$410K ﹤0.01% 1808

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

Creative Planning's APPH Position: Q3 2023 in Review

Creative Planning sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 15,458 shares — an estimated $5.72K sold.

Creative Planning first reported a position in APPH in Q1 2021 and held it in 5 quarters. The position peaked at $300K in Q2 2021. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • Creative Planning reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 15,458 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $5.72K.
  • Creative Planning first reported a position in AppHarvest, Inc. Common Stock in Q1 2021 and held it in 5 quarters.
  • Creative Planning's AppHarvest, Inc. Common Stock position peaked at $300K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.