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Peterson Wealth Services’s APA Corp APA Stock Holding History

Peterson Wealth 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
-79,014
Closed -$1.93M – 218
2024
Q3 		$1.93M Buy
79,014
+5,287
+7% +$148K 0.62% 46
2024
Q2 		$2.17M Buy
73,727
+1,484
+2% +$45.9K 0.76% 43
2024
Q1 		$2.48M Buy
72,243
+40,969
+131% +$1.3M 0.9% 41
2023
Q4 		$1.12M Buy
+31,274
New +$1.18M 0.48% 54

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

Peterson Wealth Services's APA Position: Q4 2024 in Review

Peterson Wealth Services sold out of APA Corp (APA) in Q4 2024, closing a stake of 79,014 shares — an estimated $1.93M sold.

Peterson Wealth Services first reported a position in APA in Q4 2023 and held it in 4 quarters. The position peaked at $2.48M in Q1 2024. 656 funds tracked by Wall St. Rank hold APA as of Q4 2024.

  • Peterson Wealth Services reported no remaining APA Corp position as of Q4 2024 after selling out during the quarter.
  • Peterson Wealth Services sold 79,014 APA Corp shares in Q4 2024, an estimated $1.93M.
  • Peterson Wealth Services first reported a position in APA Corp in Q4 2023 and held it in 4 quarters.
  • Peterson Wealth Services's APA Corp position peaked at $2.48M in Q1 2024.
  • 656 funds tracked by Wall St. Rank held APA Corp as of Q4 2024.

Based on Peterson Wealth Services's 13F filing for Q4 2024, filed 29 Jan 2025.