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

Altium 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
2022
Q2 		$1.5M Buy
6,246
+4,017
+180% +$977K 0.11% 116
2022
Q1 		$557K Sell
2,229
-39
-2% -$10K 0.04% 248
2021
Q4 		$690K Buy
2,268
+167
+8% +$49K 0.04% 200
2021
Q3 		$538K Buy
2,101
+22
+1% +$6.08K 0.04% 215
2021
Q2 		$598K Buy
2,079
+67
+3% +$19.7K 0.04% 198
2021
Q1 		$566K Buy
2,012
+326
+19% +$88.6K 0.05% 195
2020
Q4 		$461K Buy
1,686
+50
+3% +$14.1K 0.04% 212
2020
Q3 		$487K Buy
1,636
+68
+4% +$19.6K 0.05% 173
2020
Q2 		$379K Buy
1,568
+424
+37% +$96.8K 0.04% 230
2020
Q1 		$228K Buy
+1,144
New +$261K 0.03% 275

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Altium Wealth Management's APD Position: Q2 2022 in Review

Altium Wealth Management increased its Air Products & Chemicals (APD) stake by 180% in Q2 2022, buying an estimated $977K and bringing the position to 6,246 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #116.

Altium Wealth Management first reported a position in APD in Q1 2020 and has held it in 10 quarters since. 1,464 funds tracked by Wall St. Rank hold APD as of Q2 2022.

  • Altium Wealth Management held 6,246 shares of Air Products & Chemicals worth $1.5M as of Q2 2022.
  • Altium Wealth Management bought 4,017 Air Products & Chemicals shares in Q2 2022, an estimated $977K.
  • Air Products & Chemicals made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #116 holding.
  • Altium Wealth Management first reported a position in Air Products & Chemicals in Q1 2020 and has held it in 10 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.