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Wealth Management Partners’s APA Corp APA Stock Holding History

Wealth Management Partners’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
2023
Q4 		– Sell
-5,637
Closed -$232K – 120
2023
Q3 		$232K Sell
5,637
-500
-8% -$20.6K 0.14% 102
2023
Q2 		$210K Buy
6,137
+100
+2% +$3.49K 0.13% 109
2023
Q1 		$218K Buy
6,037
+1,037
+21% +$41.6K 0.15% 105
2022
Q4 		$226K Buy
+5,000
New +$224K 0.19% 89

Other funds holding APA

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Management Partners's APA Position: Q4 2023 in Review

Wealth Management Partners sold out of APA Corp (APA) in Q4 2023, closing a stake of 5,637 shares — an estimated $232K sold.

Wealth Management Partners first reported a position in APA in Q4 2022 and held it in 4 quarters. The position peaked at $232K in Q3 2023. 667 funds tracked by Wall St. Rank hold APA as of Q4 2023.

  • Wealth Management Partners reported no remaining APA Corp position as of Q4 2023 after selling out during the quarter.
  • Wealth Management Partners sold 5,637 APA Corp shares in Q4 2023, an estimated $232K.
  • Wealth Management Partners first reported a position in APA Corp in Q4 2022 and held it in 4 quarters.
  • Wealth Management Partners's APA Corp position peaked at $232K in Q3 2023.
  • 667 funds tracked by Wall St. Rank held APA Corp as of Q4 2023.

Based on Wealth Management Partners's 13F filing for Q4 2023, filed 10 Jan 2024.