AW
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Alaethes Wealth’s Air Products & Chemicals APD Stock Holding History

Alaethes Wealth’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
-4,373
Closed -$1.26M – 109
2023
Q1 		$1.26M Buy
4,373
+174
+4% +$50.8K 0.74% 55
2022
Q4 		$1.29M Sell
4,199
-50
-1% -$14.1K 0.89% 47
2022
Q3 		$989K Buy
4,249
+174
+4% +$43.1K 0.73% 59
2022
Q2 		$980K Sell
4,075
-90
-2% -$21.9K 0.73% 59
2022
Q1 		$1.04M Buy
4,165
+976
+31% +$251K 0.66% 62
2021
Q4 		$970K Buy
3,189
+339
+12% +$99.5K 0.61% 70
2021
Q3 		$730K Buy
2,850
+523
+22% +$145K 0.53% 70
2021
Q2 		$669K Buy
2,327
+517
+29% +$152K 0.52% 69
2021
Q1 		$509K Buy
+1,810
New +$492K 0.47% 73

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
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
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 $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return