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

Accel 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 Q2	–	Sell	-57	Closed	-$16.4K	–	207
2023 Q1	$16.4K	Sell	57 -11	-16%	-$3.21K	0.01%	765
2022 Q4	$21K	Hold	68	–	–	0.01%	535
2022 Q3	$17K	Sell	68 -21	-24%	-$5.2K	0.01%	601
2022 Q2	$20K	Sell	89 -22	-20%	-$5.35K	0.01%	536
2022 Q1	$28K	Hold	111	–	–	0.01%	481
2021 Q4	$34K	Hold	111	–	–	0.02%	451
2021 Q3	$28K	Sell	111 -13	-10%	-$3.6K	0.02%	433
2021 Q2	$36K	Hold	124	–	–	0.02%	401
2021 Q1	$35K	Sell	124 -44	-26%	-$12K	0.03%	382
2020 Q4	$46K	Buy	+168	New	+$47.3K	0.04%	309

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 $3.37T AUM 44.26% 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

Accel Wealth Management's APD Position: Q2 2023 in Review

Accel Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2023, closing a stake of 57 shares — an estimated $16.4K sold.

Accel Wealth Management first reported a position in APD in Q4 2020 and held it in 10 quarters. The position peaked at $46K in Q4 2020. 1,617 funds tracked by Wall St. Rank hold APD as of Q2 2023.

Accel Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 57 Air Products & Chemicals shares in Q2 2023, an estimated $16.4K.
Accel Wealth Management first reported a position in Air Products & Chemicals in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Air Products & Chemicals position peaked at $46K in Q4 2020.
1,617 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.