WAM
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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 – 547
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

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BlackRock
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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 $74.9B AUM 11.27% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return