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Avantax Planning Partners’s APA Corp APA Stock Holding History

Avantax Planning Partners’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
-640
Closed -$31K – 329
2018
Q3 		$31K Buy
+640
New +$28.8K ﹤0.01% 596
2018
Q2 		– Sell
-1,264
Closed -$49K – 310
2018
Q1 		$49K Buy
+1,264
New +$50.9K ﹤0.01% 529

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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
OAG
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

Avantax Planning Partners's APA Position: Q4 2018 in Review

Avantax Planning Partners sold out of APA Corp (APA) in Q4 2018, closing a stake of 640 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in APA in Q1 2018 and held it in 2 quarters. The position peaked at $49K in Q1 2018. 640 funds tracked by Wall St. Rank hold APA as of Q4 2018.

  • Avantax Planning Partners reported no remaining APA Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 640 APA Corp shares in Q4 2018, an estimated $31K.
  • Avantax Planning Partners first reported a position in APA Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's APA Corp position peaked at $49K in Q1 2018.
  • 640 funds tracked by Wall St. Rank held APA Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.