AWM
APD icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return