IMA Advisory Services’s APA Corp APA Stock Holding History

IMA Advisory Services’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	$2.88K	Buy	+68	New	+$2.06K	﹤0.01%	545
2023 Q1	–	Sell	-37	Closed	-$1.73K	–	317
2022 Q4	$1.73K	Hold	37	–	–	﹤0.01%	307
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	305
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	309
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	284
2021 Q4	$1K	Hold	37	–	–	﹤0.01%	302
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	280
2021 Q2	$1K	Hold	37	–	–	﹤0.01%	279
2021 Q1	$1K	Hold	37	–	–	﹤0.01%	288
2020 Q4	$1K	Hold	37	–	–	﹤0.01%	280
2020 Q3	$0	Hold	37	–	–	﹤0.01%	296
2020 Q2	$0	Hold	37	–	–	﹤0.01%	244
2020 Q1	$0	Hold	37	–	–	﹤0.01%	250
2019 Q4	$1K	Hold	37	–	–	﹤0.01%	277
2019 Q3	$1K	Hold	37	–	–	﹤0.01%	280
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	272
2019 Q1	$1K	Hold	37	–	–	﹤0.01%	273
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	305
2018 Q3	$2K	Sell	37 -28	-43%	-$1.26K	﹤0.01%	292
2018 Q2	$3K	Buy	+65	New	+$2.7K	﹤0.01%	373

Other funds holding APA

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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