WAAG
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Wealth Alliance Advisory Group’s APA Corp APA Stock Holding History

Wealth Alliance Advisory Group’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 		$216K Sell
5,088
-15,140
-75% -$458K 0.03% 185
2025
Q4 		$495K Buy
+20,228
New +$489K 0.08% 117
2025
Q3 		– Sell
-20,575
Closed -$376K – 192
2025
Q2 		$376K Buy
+20,575
New +$357K 0.07% 130
2024
Q4 		– Sell
-8,202
Closed -$201K – 190
2024
Q3 		$201K Sell
8,202
-8,619
-51% -$242K 0.04% 183
2024
Q2 		$495K Buy
16,821
+9,437
+128% +$292K 0.11% 105
2024
Q1 		$254K Buy
+7,384
New +$234K 0.06% 156

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State Street
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VCM
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VPM
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Dimensional Fund Advisors
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Invesco
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
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