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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Center for Financial Planning's APA Position: Q3 2024 in Review

Center for Financial Planning sold out of APA Corp (APA) in Q3 2024, closing a stake of 17 shares — an estimated $501 sold.

Center for Financial Planning first reported a position in APA in Q4 2019 and held it in 9 quarters. The position peaked at $19K in Q4 2019. 632 funds tracked by Wall St. Rank hold APA as of Q3 2024.

  • Center for Financial Planning reported no remaining APA Corp position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 17 APA Corp shares in Q3 2024, an estimated $501.
  • Center for Financial Planning first reported a position in APA Corp in Q4 2019 and held it in 9 quarters.
  • Center for Financial Planning's APA Corp position peaked at $19K in Q4 2019.
  • 632 funds tracked by Wall St. Rank held APA Corp as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.