AWM
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Aries Wealth Management’s APA Corp APA Stock Holding History

Aries Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,069
Closed -$242K – 116
2018
Q3 		$242K Hold
5,069
– – 0.22% 102
2018
Q2 		$233K Buy
+5,069
New +$210K 0.22% 109
2018
Q1 		– Sell
-5,069
Closed -$233K – 128
2017
Q4 		$233K Buy
+5,069
New +$213K 0.21% 105

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aries Wealth Management's APA Position: Q4 2018 in Review

Aries Wealth Management sold out of APA Corp (APA) in Q4 2018, closing a stake of 5,069 shares — an estimated $242K sold.

Aries Wealth Management first reported a position in APA in Q4 2017 and held it in 3 quarters. The position peaked at $242K in Q3 2018. 640 funds tracked by Wall St. Rank hold APA as of Q4 2018.

  • Aries Wealth Management reported no remaining APA Corp position as of Q4 2018 after selling out during the quarter.
  • Aries Wealth Management sold 5,069 APA Corp shares in Q4 2018, an estimated $242K.
  • Aries Wealth Management first reported a position in APA Corp in Q4 2017 and held it in 3 quarters.
  • Aries Wealth Management's APA Corp position peaked at $242K in Q3 2018.
  • 640 funds tracked by Wall St. Rank held APA Corp as of Q4 2018.

Based on Aries Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.