Planned Solutions’s APA Corp APA Stock Holding History

Planned Solutions’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	-62	Closed	-$1.52K	–	143
2024 Q3	$1.52K	Buy	+62	New	+$1.74K	﹤0.01%	566

Other funds holding APA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planned Solutions's APA Position: Q4 2024 in Review

Planned Solutions sold out of APA Corp (APA) in Q4 2024, closing a stake of 62 shares — an estimated $1.52K sold.

Planned Solutions first reported a position in APA in Q3 2024 and held it in 1 quarter. The position peaked at $1.52K in Q3 2024. 656 funds tracked by Wall St. Rank hold APA as of Q4 2024.

Planned Solutions reported no remaining APA Corp position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 62 APA Corp shares in Q4 2024, an estimated $1.52K.
Planned Solutions first reported a position in APA Corp in Q3 2024 and held it in 1 quarter.
Planned Solutions's APA Corp position peaked at $1.52K in Q3 2024.
656 funds tracked by Wall St. Rank held APA Corp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.