WFA
APPH

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

WMG 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
2023
Q3 		– Sell
-331,750
Closed -$123K – 127
2023
Q2 		$123K Buy
331,750
+145,000
+78% +$65.5K 0.09% 119
2023
Q1 		$114K Buy
186,750
+136,000
+268% +$163K 0.09% 114
2022
Q4 		$28.8K Buy
50,750
+6,500
+15% +$8.47K 0.02% 133
2022
Q3 		$88K Hold
44,250
– – 0.08% 133
2022
Q2 		$154K Hold
44,250
– – 0.13% 133
2022
Q1 		$238K Buy
44,250
+25,000
+130% +$104K 0.17% 141
2021
Q4 		$76K Buy
+19,250
New +$103K 0.06% 173

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

WMG Financial Advisors's APPH Position: Q3 2023 in Review

WMG Financial Advisors sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 331,750 shares — an estimated $123K sold.

WMG Financial Advisors first reported a position in APPH in Q4 2021 and held it in 7 quarters. The position peaked at $238K in Q1 2022. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • WMG Financial Advisors reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 331,750 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $123K.
  • WMG Financial Advisors first reported a position in AppHarvest, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
  • WMG Financial Advisors's AppHarvest, Inc. Common Stock position peaked at $238K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on WMG Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.