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UBP Investment Advisors’s APA Corp APA Stock Holding History

UBP Investment 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
2022
Q3 		$360K Hold
10,541
– – 0.19% 73
2022
Q2 		$370K Buy
+10,541
New +$448K 0.15% 79

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
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

UBP Investment Advisors's APA Position: Q3 2022 in Review

UBP Investment Advisors held its APA Corp (APA) position steady in Q3 2022 at 10,541 shares worth $360K. The position accounts for 0.19% of the portfolio, ranked #73.

UBP Investment Advisors first reported a position in APA in Q2 2022 and has held it in 2 quarters since. The position peaked at $370K in Q2 2022. 652 funds tracked by Wall St. Rank hold APA as of Q3 2022.

  • UBP Investment Advisors held 10,541 shares of APA Corp worth $360K as of Q3 2022.
  • UBP Investment Advisors left its APA Corp share count unchanged in Q3 2022.
  • APA Corp made up 0.19% of UBP Investment Advisors's portfolio in Q3 2022, its #73 holding.
  • UBP Investment Advisors first reported a position in APA Corp in Q2 2022 and has held it in 2 quarters since.
  • UBP Investment Advisors's APA Corp position peaked at $370K in Q2 2022.
  • 652 funds tracked by Wall St. Rank held APA Corp as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.