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Sugarloaf Wealth Management’s APA Corp APA Stock Holding History

Sugarloaf Wealth Management’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
2020
Q1 		– Sell
-150
Closed -$4K – 682
2019
Q4 		$4K Buy
+150
New +$3.4K ﹤0.01% 561

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sugarloaf Wealth Management's APA Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of APA Corp (APA) in Q1 2020, closing a stake of 150 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in APA in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 503 funds tracked by Wall St. Rank hold APA as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining APA Corp position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 150 APA Corp shares in Q1 2020, an estimated $4K.
  • Sugarloaf Wealth Management first reported a position in APA Corp in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's APA Corp position peaked at $4K in Q4 2019.
  • 503 funds tracked by Wall St. Rank held APA Corp as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.