VFA
APPH

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

Valeo Financial 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
2021
Q2 		– Sell
-8,175
Closed -$150K – 1989
2021
Q1 		$150K Buy
8,175
+8,020
+5,174% +$206K 0.01% 512
2020
Q4 		$2K Buy
+155
New +$1.95K ﹤0.01% 1551

Other funds holding APPH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Valeo Financial Advisors's APPH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of AppHarvest, Inc. Common Stock (APPH) in Q2 2021, closing a stake of 8,175 shares — an estimated $150K sold.

Valeo Financial Advisors first reported a position in APPH in Q4 2020 and held it in 2 quarters. The position peaked at $150K in Q1 2021. 134 funds tracked by Wall St. Rank hold APPH as of Q2 2021.

  • Valeo Financial Advisors reported no remaining AppHarvest, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,175 AppHarvest, Inc. Common Stock shares in Q2 2021, an estimated $150K.
  • Valeo Financial Advisors first reported a position in AppHarvest, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's AppHarvest, Inc. Common Stock position peaked at $150K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.