Sequoia Financial Advisors’s APA Corp APA Stock Holding History

Sequoia Financial 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
2026 Q1	$2.7M	Buy	63,683 +9,554	+18%	+$289K	0.02%	497
2025 Q4	$1.32M	Buy	54,129 +8,151	+18%	+$197K	0.01%	753
2025 Q3	$1.12M	Buy	45,978 +5,892	+15%	+$124K	0.01%	729
2025 Q2	$733K	Buy	+40,086	New	+$695K	0.01%	825
2025 Q1	–	Sell	-20,418	Closed	-$471K	–	1376
2024 Q4	$471K	Buy	20,418 +4,399	+27%	+$103K	﹤0.01%	830
2024 Q3	$392K	Buy	16,019 +7,490	+88%	+$210K	﹤0.01%	848
2024 Q2	$251K	Buy	+8,529	New	+$264K	﹤0.01%	969
2024 Q1	–	Sell	-26,814	Closed	-$962K	–	1171
2023 Q4	$962K	Buy	26,814 +17,641	+192%	+$666K	0.01%	536
2023 Q3	$377K	Buy	9,173 +159	+2%	+$6.54K	0.01%	605
2023 Q2	$308K	Buy	+9,014	New	+$315K	0.01%	685
2022 Q2	–	Sell	-5,061	Closed	-$209K	–	598
2022 Q1	$209K	Buy	+5,061	New	+$177K	0.01%	608

Other funds holding APA

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

Hotchkis & Wiley Capital Management

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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