EWA
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EverSource Wealth Advisors’s APA Corp APA Stock Holding History

EverSource 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
2026
Q1 		$233K Buy
5,482
+1,181
+27% +$35.7K 0.01% 968
2025
Q4 		$105K Sell
4,301
-662
-13% -$16K ﹤0.01% 1283
2025
Q3 		$121K Buy
4,963
+870
+21% +$18.4K ﹤0.01% 1186
2025
Q2 		$74.9K Sell
4,093
-115
-3% -$2K ﹤0.01% 1365
2025
Q1 		$88.5K Sell
4,208
-1,506
-26% -$33.1K ﹤0.01% 959
2024
Q4 		$132K Buy
5,714
+3,067
+116% +$71.7K 0.01% 818
2024
Q3 		$64.7K Sell
2,647
-62
-2% -$1.74K ﹤0.01% 959
2024
Q2 		$84.5K Buy
2,709
+44
+2% +$1.36K 0.01% 867
2024
Q1 		$83.8K Buy
2,665
+1,920
+258% +$60.9K 0.01% 775
2023
Q4 		$26.7K Sell
745
-1,003
-57% -$37.9K ﹤0.01% 1120
2023
Q3 		$71.8K Sell
1,748
-2,000
-53% -$82.3K 0.01% 688
2023
Q2 		$128K Buy
3,748
+222
+6% +$7.75K 0.01% 496
2023
Q1 		$127K Buy
3,526
+3,021
+598% +$121K 0.02% 469
2022
Q4 		$23.6K Buy
505
+192
+61% +$8.59K ﹤0.01% 1015
2022
Q3 		$11K Sell
313
-182
-37% -$6.51K ﹤0.01% 1085
2022
Q2 		$17K Buy
495
+97
+24% +$4.12K ﹤0.01% 865
2022
Q1 		$16K Buy
398
+56
+16% +$1.95K ﹤0.01% 782
2021
Q4 		$10K Buy
+342
New +$9.08K ﹤0.01% 950

Other funds holding APA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return