WIA
APA icon

Wealthstreet Investment Advisors’s APA Corp APA Stock Holding History

Wealthstreet 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
2019
Q1 		– Sell
-6,300
Closed -$203K – 343
2018
Q4 		$203K Sell
6,300
-400
-6% -$14.8K 0.03% 316
2018
Q3 		$319K Sell
6,700
-200
-3% -$9K 0.04% 283
2018
Q2 		$323K Sell
6,900
-1,000
-13% -$41.5K 0.04% 280
2018
Q1 		$304K Sell
7,900
-300
-4% -$12.1K 0.04% 282
2017
Q4 		$346K Buy
+8,200
New +$345K 0.04% 272

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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wealthstreet Investment Advisors's APA Position: Q1 2019 in Review

Wealthstreet Investment Advisors sold out of APA Corp (APA) in Q1 2019, closing a stake of 6,300 shares — an estimated $203K sold.

Wealthstreet Investment Advisors first reported a position in APA in Q4 2017 and held it in 5 quarters. The position peaked at $346K in Q4 2017. 642 funds tracked by Wall St. Rank hold APA as of Q1 2019.

  • Wealthstreet Investment Advisors reported no remaining APA Corp position as of Q1 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 6,300 APA Corp shares in Q1 2019, an estimated $203K.
  • Wealthstreet Investment Advisors first reported a position in APA Corp in Q4 2017 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's APA Corp position peaked at $346K in Q4 2017.
  • 642 funds tracked by Wall St. Rank held APA Corp as of Q1 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2019, filed 1 May 2019.