EWA
APPH

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

Exencial Wealth 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
-19,000
Closed -$7.03K – 445
2023
Q2 		$7.03K Buy
+19,000
New +$8.58K ﹤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

Exencial Wealth Advisors's APPH Position: Q3 2023 in Review

Exencial Wealth Advisors sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 19,000 shares — an estimated $7.03K sold.

Exencial Wealth Advisors first reported a position in APPH in Q2 2023 and held it in 1 quarter. The position peaked at $7.03K in Q2 2023. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • Exencial Wealth Advisors reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Exencial Wealth Advisors sold 19,000 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $7.03K.
  • Exencial Wealth Advisors first reported a position in AppHarvest, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Exencial Wealth Advisors's AppHarvest, Inc. Common Stock position peaked at $7.03K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Exencial Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.