WMWM
APA icon

Whitaker-Myers Wealth Managers’s APA Corp APA Stock Holding History

Whitaker-Myers Wealth Managers’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
-5,064
Closed -$208K – 88
2023
Q3 		$208K Buy
+5,064
New +$208K 0.13% 72

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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 $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Whitaker-Myers Wealth Managers's APA Position: Q4 2023 in Review

Whitaker-Myers Wealth Managers sold out of APA Corp (APA) in Q4 2023, closing a stake of 5,064 shares — an estimated $208K sold.

Whitaker-Myers Wealth Managers first reported a position in APA in Q3 2023 and held it in 1 quarter. The position peaked at $208K in Q3 2023. 667 funds tracked by Wall St. Rank hold APA as of Q4 2023.

  • Whitaker-Myers Wealth Managers reported no remaining APA Corp position as of Q4 2023 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 5,064 APA Corp shares in Q4 2023, an estimated $208K.
  • Whitaker-Myers Wealth Managers first reported a position in APA Corp in Q3 2023 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's APA Corp position peaked at $208K in Q3 2023.
  • 667 funds tracked by Wall St. Rank held APA Corp as of Q4 2023.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2023, filed 12 Jan 2024.