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Wealthspire Advisors (Maryland)’s APA Corp APA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,248
Closed -$78K – 544
2019
Q1 		$78K Buy
2,248
+129
+6% +$4.2K 0.01% 726
2018
Q4 		$56K Sell
2,119
-347
-14% -$12.8K 0.01% 806
2018
Q3 		$118K Buy
2,466
+164
+7% +$7.38K 0.01% 619
2018
Q2 		$108K Buy
2,302
+215
+10% +$8.92K 0.01% 677
2018
Q1 		$80K Sell
2,087
-605
-22% -$24.3K 0.01% 794
2017
Q4 		$114K Sell
2,692
-1,137
-30% -$47.9K 0.01% 661
2017
Q3 		$175K Buy
3,829
+194
+5% +$8.55K 0.02% 515
2017
Q2 		$174K Buy
3,635
+2,923
+411% +$144K 0.02% 500
2017
Q1 		$37K Sell
712
-755
-51% -$42.4K 0.01% 883
2016
Q4 		$93K Buy
1,467
+57
+4% +$3.59K 0.01% 598
2016
Q3 		$90K Buy
1,410
+51
+4% +$2.79K 0.01% 597
2016
Q2 		$76K Buy
1,359
+204
+18% +$11.1K 0.01% 611
2016
Q1 		$56K Sell
1,155
-964
-45% -$40.1K 0.01% 674
2015
Q4 		$94K Buy
+2,119
New +$98.7K 0.02% 539

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s APA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of APA Corp (APA) in Q2 2019, closing a stake of 2,248 shares — an estimated $78K sold.

Wealthspire Advisors (Maryland) first reported a position in APA in Q4 2015 and held it in 14 quarters. The position peaked at $175K in Q3 2017. 591 funds tracked by Wall St. Rank hold APA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining APA Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,248 APA Corp shares in Q2 2019, an estimated $78K.
  • Wealthspire Advisors (Maryland) first reported a position in APA Corp in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s APA Corp position peaked at $175K in Q3 2017.
  • 591 funds tracked by Wall St. Rank held APA Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.