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Carolina Wealth Advisors’s APA Corp APA Stock Holding History

Carolina 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
2025
Q1 		– Sell
-1,932
Closed -$44.6K – 285
2024
Q4 		$44.6K Sell
1,932
-58
-3% -$1.36K 0.02% 103
2024
Q3 		$48.7K Buy
1,990
+52
+3% +$1.46K 0.02% 113
2024
Q2 		$57.1K Buy
+1,938
New +$60K 0.03% 93

Other funds holding APA

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolina Wealth Advisors's APA Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of APA Corp (APA) in Q1 2025, closing a stake of 1,932 shares — an estimated $44.6K sold.

Carolina Wealth Advisors first reported a position in APA in Q2 2024 and held it in 3 quarters. The position peaked at $57.1K in Q2 2024. 609 funds tracked by Wall St. Rank hold APA as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining APA Corp position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,932 APA Corp shares in Q1 2025, an estimated $44.6K.
  • Carolina Wealth Advisors first reported a position in APA Corp in Q2 2024 and held it in 3 quarters.
  • Carolina Wealth Advisors's APA Corp position peaked at $57.1K in Q2 2024.
  • 609 funds tracked by Wall St. Rank held APA Corp as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.