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ORG Wealth Partners’s APi Group APG Stock Holding History

ORG Wealth Partners’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,398
Closed -$33.5K – 761
2024
Q4 		$33.5K Buy
+1,398
New +$33.2K 0.01% 281

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T. Rowe Price Associates
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ORG Wealth Partners's APG Position: Q1 2025 in Review

ORG Wealth Partners sold out of APi Group (APG) in Q1 2025, closing a stake of 1,398 shares — an estimated $33.5K sold.

ORG Wealth Partners first reported a position in APG in Q4 2024 and held it in 1 quarter. The position peaked at $33.5K in Q4 2024. 359 funds tracked by Wall St. Rank hold APG as of Q1 2025.

  • ORG Wealth Partners reported no remaining APi Group position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 1,398 APi Group shares in Q1 2025, an estimated $33.5K.
  • ORG Wealth Partners first reported a position in APi Group in Q4 2024 and held it in 1 quarter.
  • ORG Wealth Partners's APi Group position peaked at $33.5K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held APi Group as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.