1900 Wealth Management’s Air Products & Chemicals APD Stock Holding History

1900 Wealth Management’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-704	Closed	-$211K	–	292
2023 Q2	$211K	Hold	704	–	–	0.02%	232
2023 Q1	$217K	Hold	704	–	–	0.02%	223
2022 Q4	$217K	Buy	+704	New	+$198K	0.02%	216
2022 Q1	–	Sell	-727	Closed	-$221K	–	238
2021 Q4	$221K	Buy	+727	New	+$213K	0.02%	227

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1900 Wealth Management's APD Position: Q3 2023 in Review

1900 Wealth Management sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 704 shares — an estimated $211K sold.

1900 Wealth Management first reported a position in APD in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q4 2021. 1,627 funds tracked by Wall St. Rank hold APD as of Q3 2023.

1900 Wealth Management reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
1900 Wealth Management sold 704 Air Products & Chemicals shares in Q3 2023, an estimated $211K.
1900 Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and held it in 4 quarters.
1900 Wealth Management's Air Products & Chemicals position peaked at $221K in Q4 2021.
1,627 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on 1900 Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.