Curi Wealth Management’s APA Corp APA Stock Holding History

Curi 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
2022 Q3	–	Sell	-550	Closed	-$19K	–	212
2022 Q2	$19K	Buy	550 +50	+10%	+$2.13K	﹤0.01%	308
2022 Q1	$20K	Buy	+500	New	+$17.4K	﹤0.01%	283

Other funds holding APA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's APA Position: Q3 2022 in Review

Curi Wealth Management sold out of APA Corp (APA) in Q3 2022, closing a stake of 550 shares — an estimated $19K sold.

Curi Wealth Management first reported a position in APA in Q1 2022 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 652 funds tracked by Wall St. Rank hold APA as of Q3 2022.

Curi Wealth Management reported no remaining APA Corp position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 550 APA Corp shares in Q3 2022, an estimated $19K.
Curi Wealth Management first reported a position in APA Corp in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's APA Corp position peaked at $20K in Q1 2022.
652 funds tracked by Wall St. Rank held APA Corp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.