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

Hall Private 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	-41,842	Closed	-$15.5K	–	47
2023 Q2	$15.5K	Buy	41,842 +5,000	+14%	+$2.26K	0.01%	46
2023 Q1	$22.6K	Buy	36,842 +5,742	+18%	+$6.88K	0.01%	52
2022 Q4	$17.6K	Sell	31,100 -1,175	-4%	-$1.53K	0.01%	48
2022 Q3	$64K	Buy	32,275 +169	+0.5%	+$547	0.04%	40
2022 Q2	$112K	Sell	32,106 -3,153	-9%	-$11.3K	0.06%	39
2022 Q1	$190K	Buy	35,259 +821	+2%	+$3.4K	0.1%	48
2021 Q4	$134K	Buy	34,438 +16,134	+88%	+$86.2K	0.08%	46
2021 Q3	$119K	Buy	+18,304	New	+$182K	0.08%	50

Other funds holding APPH

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

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Hall Private Wealth Advisors's APPH Position: Q3 2023 in Review

Hall Private Wealth Advisors sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 41,842 shares — an estimated $15.5K sold.

Hall Private Wealth Advisors first reported a position in APPH in Q3 2021 and held it in 8 quarters. The position peaked at $190K in Q1 2022. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

Hall Private Wealth Advisors reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Hall Private Wealth Advisors sold 41,842 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $15.5K.
Hall Private Wealth Advisors first reported a position in AppHarvest, Inc. Common Stock in Q3 2021 and held it in 8 quarters.
Hall Private Wealth Advisors's AppHarvest, Inc. Common Stock position peaked at $190K in Q1 2022.
13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.