AAG
APD icon

Accordant Advisory Group’s Air Products & Chemicals APD Stock Holding History

Accordant Advisory Group’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
2024
Q2 		– Sell
-2,213
Closed -$536K – 155
2024
Q1 		$536K Buy
+2,213
New +$542K 0.4% 55

Other funds holding APD

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.56T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accordant Advisory Group's APD Position: Q2 2024 in Review

Accordant Advisory Group sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 2,213 shares — an estimated $536K sold.

Accordant Advisory Group first reported a position in APD in Q1 2024 and held it in 1 quarter. The position peaked at $536K in Q1 2024. 1,674 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • Accordant Advisory Group reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 2,213 Air Products & Chemicals shares in Q2 2024, an estimated $536K.
  • Accordant Advisory Group first reported a position in Air Products & Chemicals in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's Air Products & Chemicals position peaked at $536K in Q1 2024.
  • 1,674 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.