CFFP
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Center for Financial Planning’s APA Corp APA Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-17
Closed -$501 – 582
2024
Q2 		$501 Hold
17
– – ﹤0.01% 550
2024
Q1 		$585 Buy
+17
New +$539 ﹤0.01% 571
2023
Q4 		– Sell
-220
Closed -$9.04K – 527
2023
Q3 		$9.04K Hold
220
– – ﹤0.01% 368
2023
Q2 		$7.52K Hold
220
– – ﹤0.01% 416
2023
Q1 		$7.93K Buy
+220
New +$8.83K ﹤0.01% 383
2020
Q4 		– Sell
-262
Closed -$2K – 464
2020
Q3 		$2K Hold
262
– – ﹤0.01% 402
2020
Q2 		$4K Hold
262
– – ﹤0.01% 373
2020
Q1 		$1K Sell
262
-462
-64% -$10.3K ﹤0.01% 521
2019
Q4 		$19K Buy
+724
New +$16.4K ﹤0.01% 266

Other funds holding APA

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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
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return