Lyell Wealth Management’s APA Corp APA Stock Holding History

Lyell 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
2023 Q1	–	Sell	-4,500	Closed	-$210K	–	202
2022 Q4	$210K	Buy	+4,500	New	+$201K	0.03%	183

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Lyell Wealth Management's APA Position: Q1 2023 in Review

Lyell Wealth Management sold out of APA Corp (APA) in Q1 2023, closing a stake of 4,500 shares — an estimated $210K sold.

Lyell Wealth Management first reported a position in APA in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 657 funds tracked by Wall St. Rank hold APA as of Q1 2023.

Lyell Wealth Management reported no remaining APA Corp position as of Q1 2023 after selling out during the quarter.
Lyell Wealth Management sold 4,500 APA Corp shares in Q1 2023, an estimated $210K.
Lyell Wealth Management first reported a position in APA Corp in Q4 2022 and held it in 1 quarter.
Lyell Wealth Management's APA Corp position peaked at $210K in Q4 2022.
657 funds tracked by Wall St. Rank held APA Corp as of Q1 2023.

Based on Lyell Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.