AWS
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Atria Wealth Solutions’s APA Corp APA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.55M Buy
84,937
+34,619
+69% +$600K 0.04% 491
2025
Q1 		$1.06M Buy
50,318
+5,147
+11% +$113K 0.01% 863
2024
Q4 		$1.04M Buy
45,171
+23,027
+104% +$538K 0.01% 911
2024
Q3 		$542K Buy
22,144
+4,509
+26% +$127K 0.01% 1211
2024
Q2 		$519K Buy
17,635
+2,909
+20% +$90K 0.01% 1217
2024
Q1 		$506K Buy
14,726
+1,213
+9% +$38.4K 0.01% 1257
2023
Q4 		$485K Buy
+13,513
New +$510K 0.01% 1228
2023
Q3 		– Sell
-7,671
Closed -$262K – 1865
2023
Q2 		$262K Buy
+7,671
New +$268K ﹤0.01% 1520
2023
Q1 		– Sell
-4,453
Closed -$208K – 1858
2022
Q4 		$208K Buy
+4,453
New +$199K ﹤0.01% 1589

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Invesco
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SCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return