Arbor Trust Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Arbor Trust Wealth Advisors’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 Q1	–	Sell	-892	Closed	-$246K	–	99
2023 Q4	$246K	Buy	892 +50	+6%	+$13.7K	0.15%	84
2023 Q3	$240K	Sell	842 -17	-2%	-$4.99K	0.16%	80
2023 Q2	$259K	Buy	+859	New	+$245K	0.16%	80
2023 Q1	–	Sell	-680	Closed	-$211K	–	98
2022 Q4	$211K	Buy	+680	New	+$192K	0.15%	95

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arbor Trust Wealth Advisors's APD Position: Q1 2024 in Review

Arbor Trust Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 892 shares — an estimated $246K sold.

Arbor Trust Wealth Advisors first reported a position in APD in Q4 2022 and held it in 4 quarters. The position peaked at $259K in Q2 2023. 1,654 funds tracked by Wall St. Rank hold APD as of Q1 2024.

Arbor Trust Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 892 Air Products & Chemicals shares in Q1 2024, an estimated $246K.
Arbor Trust Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2022 and held it in 4 quarters.
Arbor Trust Wealth Advisors's Air Products & Chemicals position peaked at $259K in Q2 2023.
1,654 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.