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Cassady Schiller Wealth Management’s APA Corp APA Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.39K Buy
+60
New +$1.4K ﹤0.01% 696
2022
Q1 		– Sell
-8
Closed – – 139
2021
Q4 		$0 Buy
+8
New +$212 ﹤0.01% 547

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Cassady Schiller Wealth Management's APA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in APA Corp (APA) in Q4 2024: 60 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in APA as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in APA in Q4 2021 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold APA as of Q4 2024.

  • Cassady Schiller Wealth Management held 60 shares of APA Corp worth $1.39K as of Q4 2024.
  • APA Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • APA Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #696 holding.
  • Cassady Schiller Wealth Management first reported a position in APA Corp in Q4 2021 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held APA Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.