BWM
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BerganKDV Wealth Management’s APA Corp APA Stock Holding History

BerganKDV 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
2023
Q1 		– Sell
-13
Closed -$607 – 1062
2022
Q4 		$607 Buy
+13
New +$582 ﹤0.01% 935
2022
Q1 		– Sell
-30
Closed -$1K – 992
2021
Q4 		$1K Buy
+30
New +$796 ﹤0.01% 958
2020
Q3 		– Sell
-27
Closed – – 908
2020
Q2 		$0 Buy
27
+8
+42% +$91 ﹤0.01% 954
2020
Q1 		$0 Hold
19
– – ﹤0.01% 921
2019
Q4 		$0 Buy
+19
New +$430 ﹤0.01% 932

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State Street
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Hotchkis & Wiley Capital Management
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Invesco
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Harris Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return