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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return