Steward Partners Investment Advisory’s AppHarvest, Inc. Common Stock APPH Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-4,150	Closed	-$71	–	3630
2023 Q3	$71	Sell	4,150 -450	-10%	-$127	﹤0.01%	3326
2023 Q2	$1.7K	Sell	4,600 -1,000	-18%	-$452	﹤0.01%	3058
2023 Q1	$3.43K	Sell	5,600 -2,700	-33%	-$3.23K	﹤0.01%	2903
2022 Q4	$4.71K	Sell	8,300 -967	-10%	-$1.26K	﹤0.01%	2794
2022 Q3	$18K	Buy	9,267 +277	+3%	+$896	﹤0.01%	2281
2022 Q2	$31K	Sell	8,990 -500	-5%	-$1.79K	﹤0.01%	2025
2022 Q1	$51K	Buy	9,490 +500	+6%	+$2.07K	﹤0.01%	1910
2021 Q4	$35K	Sell	8,990 -2,714	-23%	-$14.5K	﹤0.01%	2076
2021 Q3	$76K	Sell	11,704 -3,386	-22%	-$33.6K	﹤0.01%	1676
2021 Q2	$241K	Buy	15,090 +1,700	+13%	+$27.1K	﹤0.01%	1420
2021 Q1	$245K	Buy	+13,390	New	+$344K	﹤0.01%	1203

Other funds holding APPH

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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

Steward Partners Investment Advisory's APPH Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of AppHarvest, Inc. Common Stock (APPH) in Q4 2023, closing a stake of 4,150 shares — an estimated $71 sold.

Steward Partners Investment Advisory first reported a position in APPH in Q1 2021 and held it in 11 quarters. The position peaked at $245K in Q1 2021. 10 funds tracked by Wall St. Rank hold APPH as of Q4 2023.

Steward Partners Investment Advisory reported no remaining AppHarvest, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 4,150 AppHarvest, Inc. Common Stock shares in Q4 2023, an estimated $71.
Steward Partners Investment Advisory first reported a position in AppHarvest, Inc. Common Stock in Q1 2021 and held it in 11 quarters.
Steward Partners Investment Advisory's AppHarvest, Inc. Common Stock position peaked at $245K in Q1 2021.
10 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.