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Investment Advisory Services’s APA Corp APA Stock Holding History

Investment 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
2024
Q4 		– Sell
-8,618
Closed -$211K – 117
2024
Q3 		$211K Sell
8,618
-467
-5% -$13.1K 0.07% 115
2024
Q2 		$267K Sell
9,085
-851
-9% -$26.3K 0.1% 99
2024
Q1 		$342K Buy
9,936
+3
+0% +$95 0.13% 91
2023
Q4 		$356K Sell
9,933
-1,000
-9% -$37.8K 0.14% 90
2023
Q3 		$449K Sell
10,933
-2,000
-15% -$82.3K 0.19% 81
2023
Q2 		$442K Hold
12,933
– – 0.19% 80
2023
Q1 		$466K Hold
12,933
– – 0.23% 74
2022
Q4 		$604K Sell
12,933
-1,000
-7% -$44.7K 0.31% 61
2022
Q3 		$476K Buy
13,933
+5
+0% +$179 0.28% 65
2022
Q2 		$486K Buy
+13,928
New +$592K 0.28% 67
2021
Q4 		– Sell
-26,666
Closed -$571K – 93
2021
Q3 		$571K Hold
26,666
– – 0.35% 64
2021
Q2 		$577K Buy
+26,666
New +$548K 0.36% 61
2020
Q4 		$380K Sell
26,758
-11,599
-30% -$135K 0.27% 72
2020
Q3 		$363K Sell
38,357
-998
-3% -$13.7K 0.29% 68
2020
Q2 		$531K Sell
39,355
-5,961
-13% -$68K 0.45% 56
2020
Q1 		$189K Sell
45,316
-10,321
-19% -$230K 0.2% 64
2019
Q4 		$1.42M Buy
+55,637
New +$1.26M 1.28% 28

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Investment Advisory Services's APA Position: Q4 2024 in Review

Investment Advisory Services sold out of APA Corp (APA) in Q4 2024, closing a stake of 8,618 shares — an estimated $211K sold.

Investment Advisory Services first reported a position in APA in Q4 2019 and held it in 17 quarters. The position peaked at $1.42M in Q4 2019. 656 funds tracked by Wall St. Rank hold APA as of Q4 2024.

  • Investment Advisory Services reported no remaining APA Corp position as of Q4 2024 after selling out during the quarter.
  • Investment Advisory Services sold 8,618 APA Corp shares in Q4 2024, an estimated $211K.
  • Investment Advisory Services first reported a position in APA Corp in Q4 2019 and held it in 17 quarters.
  • Investment Advisory Services's APA Corp position peaked at $1.42M in Q4 2019.
  • 656 funds tracked by Wall St. Rank held APA Corp as of Q4 2024.

Based on Investment Advisory Services's 13F filing for Q4 2024, filed 28 Jan 2025.