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Buckingham Strategic Wealth’s APA Corp APA Stock Holding History

Buckingham Strategic Wealth’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
2020
Q4 		– Sell
-10,299
Closed -$98K – 535
2020
Q3 		$98K Buy
+10,299
New +$141K 0.01% 468
2020
Q2 		– Sell
-19,668
Closed -$82K – 410
2020
Q1 		$82K Buy
19,668
+6,807
+53% +$152K 0.01% 445
2019
Q4 		$329K Buy
12,861
+40
+0.3% +$905 0.03% 336
2019
Q3 		$328K Sell
12,821
-367
-3% -$8.8K 0.04% 306
2019
Q2 		$382K Buy
13,188
+469
+4% +$14.6K 0.04% 287
2019
Q1 		$441K Buy
+12,719
New +$414K 0.06% 245
2018
Q4 		– Sell
-4,205
Closed -$200K – 352
2018
Q3 		$200K Sell
4,205
-1,066
-20% -$48K 0.03% 343
2018
Q2 		$246K Buy
+5,271
New +$219K 0.04% 297

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return