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B. Riley Wealth Advisors’s APA Corp APA Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-8,669
Closed -$356K – 1391
2024
Q1 		$356K Buy
8,669
+103
+1% +$3.26K 0.01% 962
2023
Q4 		$307K Sell
8,566
-103
-1% -$3.89K 0.01% 1044
2023
Q3 		$356K Buy
+8,669
New +$357K 0.01% 962
2023
Q1 		– Sell
-18,767
Closed -$876K – 1522
2022
Q4 		$876K Buy
18,767
+2,395
+15% +$107K 0.02% 580
2022
Q3 		$560K Buy
16,372
+3,791
+30% +$136K 0.02% 708
2022
Q2 		$439K Buy
12,581
+7,527
+149% +$320K 0.02% 714
2022
Q1 		$209K Buy
+5,054
New +$176K 0.01% 1193
2019
Q1 		– Sell
-8,665
Closed -$228K – 742
2018
Q4 		$228K Sell
8,665
-3,035
-26% -$112K 0.03% 538
2018
Q3 		$559K Sell
11,700
-162
-1% -$7.29K 0.07% 321
2018
Q2 		$556K Sell
11,862
-11,905
-50% -$494K 0.07% 295
2018
Q1 		$916K Sell
23,767
-6,141
-21% -$247K 0.13% 181
2017
Q4 		$1.26M Buy
29,908
+1,422
+5% +$59.8K 0.17% 149
2017
Q3 		$1.31M Buy
28,486
+924
+3% +$40.7K 0.22% 119
2017
Q2 		$1.32M Buy
27,562
+8,901
+48% +$439K 0.24% 118
2017
Q1 		$961K Buy
18,661
+13,749
+280% +$773K 0.19% 134
2016
Q4 		$314K Buy
4,912
+1,370
+39% +$86.3K 0.06% 333
2016
Q3 		$229K Buy
+3,542
New +$194K 0.04% 498
2015
Q1 		– Sell
-1,979
Closed -$124K – 644
2014
Q4 		$124K Buy
+1,979
New +$141K ﹤0.01% 1602
2014
Q3 		– Sell
-508
Closed -$51.1K – 722
2014
Q2 		$51.1K Buy
+508
New +$46K 0.01% 1023

Other funds holding APA

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

B. Riley Wealth Advisors's APA Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of APA Corp (APA) in Q2 2024, closing a stake of 8,669 shares — an estimated $356K sold.

B. Riley Wealth Advisors first reported a position in APA in Q2 2014 and held it in 19 quarters. The position peaked at $1.32M in Q2 2017. 667 funds tracked by Wall St. Rank hold APA as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining APA Corp position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,669 APA Corp shares in Q2 2024, an estimated $356K.
  • B. Riley Wealth Advisors first reported a position in APA Corp in Q2 2014 and held it in 19 quarters.
  • B. Riley Wealth Advisors's APA Corp position peaked at $1.32M in Q2 2017.
  • 667 funds tracked by Wall St. Rank held APA Corp as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.