LPL Financial
APPH

LPL Financial’s AppHarvest, Inc. Common Stock APPH Stock Holding History

LPL Financial’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
-54,628
Closed -$20.2K – 4846
2023
Q2 		$20.2K Sell
54,628
-890
-2% -$402 ﹤0.01% 4514
2023
Q1 		$34K Buy
55,518
+19,589
+55% +$23.5K ﹤0.01% 4364
2022
Q4 		$20.4K Sell
35,929
-2,725
-7% -$3.55K ﹤0.01% 4361
2022
Q3 		$76K Buy
38,654
+9,570
+33% +$31K ﹤0.01% 4164
2022
Q2 		$102K Sell
29,084
-41,094
-59% -$147K ﹤0.01% 4120
2022
Q1 		$377K Buy
70,178
+654
+0.9% +$2.71K ﹤0.01% 3398
2021
Q4 		$270K Buy
69,524
+53,985
+347% +$288K ﹤0.01% 3755
2021
Q3 		$101K Buy
15,539
+4,631
+42% +$46K ﹤0.01% 4143
2021
Q2 		$175K Buy
+10,908
New +$174K ﹤0.01% 3943

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

LPL Financial's APPH Position: Q3 2023 in Review

LPL Financial sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 54,628 shares — an estimated $20.2K sold.

LPL Financial first reported a position in APPH in Q2 2021 and held it in 9 quarters. The position peaked at $377K in Q1 2022. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • LPL Financial reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 54,628 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $20.2K.
  • LPL Financial first reported a position in AppHarvest, Inc. Common Stock in Q2 2021 and held it in 9 quarters.
  • LPL Financial's AppHarvest, Inc. Common Stock position peaked at $377K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.