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River Wealth Advisors’s APA Corp APA Stock Holding History

River Wealth Advisors’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
2019
Q1 		– Sell
-1,179
Closed -$31K – 167
2018
Q4 		$31K Sell
1,179
-1,109
-48% -$40.9K 0.01% 296
2018
Q3 		$109K Sell
2,288
-1,545
-40% -$69.5K 0.04% 198
2018
Q2 		$179K Sell
3,833
-2,618
-41% -$109K 0.07% 167
2018
Q1 		$248K Sell
6,451
-475
-7% -$19.1K 0.1% 150
2017
Q4 		$292K Sell
6,926
-1,220
-15% -$51.3K 0.12% 137
2017
Q3 		$373K Sell
8,146
-430
-5% -$19K 0.17% 129
2017
Q2 		$411K Sell
8,576
-500
-6% -$24.6K 0.19% 124
2017
Q1 		$466K Buy
9,076
+160
+2% +$8.99K 0.23% 112
2016
Q4 		$566K Buy
8,916
+264
+3% +$16.6K 0.29% 101
2016
Q3 		$553K Buy
8,652
+350
+4% +$19.1K 0.31% 99
2016
Q2 		$462K Buy
8,302
+200
+2% +$10.9K 0.27% 107
2016
Q1 		$395K Buy
8,102
+34
+0.4% +$1.41K 0.24% 116
2015
Q4 		$359K Sell
8,068
-2,129
-21% -$99.2K 0.23% 115
2015
Q3 		$399K Buy
10,197
+850
+9% +$38.7K 0.27% 105
2015
Q2 		$539K Buy
9,347
+189
+2% +$11.9K 0.34% 95
2015
Q1 		$552K Buy
+9,158
New +$576K 0.34% 95

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

River Wealth Advisors's APA Position: Q1 2019 in Review

River Wealth Advisors sold out of APA Corp (APA) in Q1 2019, closing a stake of 1,179 shares — an estimated $31K sold.

River Wealth Advisors first reported a position in APA in Q1 2015 and held it in 16 quarters. The position peaked at $566K in Q4 2016. 642 funds tracked by Wall St. Rank hold APA as of Q1 2019.

  • River Wealth Advisors reported no remaining APA Corp position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,179 APA Corp shares in Q1 2019, an estimated $31K.
  • River Wealth Advisors first reported a position in APA Corp in Q1 2015 and held it in 16 quarters.
  • River Wealth Advisors's APA Corp position peaked at $566K in Q4 2016.
  • 642 funds tracked by Wall St. Rank held APA Corp as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.