SFA
APG icon

Sequoia Financial Advisors’s APi Group APG Stock Holding History

Sequoia Financial Advisors’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$370K Sell
9,139
-5,444
-37% -$231K ﹤0.01% 1436
2025
Q4 		$558K Buy
14,583
+7,060
+94% +$261K ﹤0.01% 1220
2025
Q3 		$259K Sell
7,523
-66
-0.9% -$2.3K ﹤0.01% 1478
2025
Q2 		$258K Buy
+7,589
New +$217K ﹤0.01% 1343
2024
Q1 		– Sell
-29,055
Closed -$670K – 1172
2023
Q4 		$670K Buy
+29,055
New +$560K 0.01% 652

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VCM
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VPM
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DCP
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return