Valley National Advisers’s AppHarvest, Inc. Common Stock APPH Stock Holding History

Valley National Advisers’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	-100	Closed	-$1K	–	1145
2023 Q2	$1K	Hold	100	–	–	﹤0.01%	972
2023 Q1	$0	Hold	100	–	–	﹤0.01%	1000
2022 Q4	$0	Hold	100	–	–	﹤0.01%	1013
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1021
2022 Q2	$0	Hold	100	–	–	﹤0.01%	998
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	897
2021 Q4	$0	Hold	100	–	–	﹤0.01%	985
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	860
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	812
2021 Q1	$2K	Buy	+100	New	+$2.57K	﹤0.01%	763

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

Valley National Advisers's APPH Position: Q3 2023 in Review

Valley National Advisers sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 100 shares — an estimated $1K sold.

Valley National Advisers first reported a position in APPH in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2021. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

Valley National Advisers reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Valley National Advisers sold 100 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $1K.
Valley National Advisers first reported a position in AppHarvest, Inc. Common Stock in Q1 2021 and held it in 10 quarters.
Valley National Advisers's AppHarvest, Inc. Common Stock position peaked at $2K in Q2 2021.
13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Valley National Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.