SFS
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Sowell Financial Services’s APA Corp APA Stock Holding History

Sowell Financial Services’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
2022
Q3 		– Sell
-18,629
Closed -$650K – 403
2022
Q2 		$650K Buy
+18,629
New +$792K 0.06% 194
2021
Q2 		– Sell
-652
Closed -$14K – 629
2021
Q1 		$14K Sell
652
-9
-1% -$164 ﹤0.01% 2180
2020
Q4 		$9K Hold
661
– – ﹤0.01% 2047
2020
Q3 		$6K Sell
661
-74
-10% -$1.01K ﹤0.01% 1936
2020
Q2 		$10K Sell
735
-955
-57% -$10.9K ﹤0.01% 1682
2020
Q1 		$7K Buy
1,690
+51
+3% +$1.14K ﹤0.01% 1701
2019
Q4 		$42K Buy
1,639
+919
+128% +$20.8K ﹤0.01% 1196
2019
Q3 		$18K Buy
+720
New +$17.3K ﹤0.01% 1310
2017
Q1 		– Sell
-434
Closed -$24K – 269
2016
Q4 		$24K Buy
+434
New +$27.3K 0.01% 405

Other funds holding APA

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State Street
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Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return