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

Artemis 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
2023 Q4	–	Sell	-136	Closed	-$38.5K	–	30
2023 Q3	$38.5K	Buy	+136	New	+$39.9K	0.01%	45
2023 Q1	–	Sell	-139	Closed	-$42.8K	–	69
2022 Q4	$42.8K	Buy	139 +1	+0.7%	+$282	0.01%	42
2022 Q3	$32.1K	Hold	138	–	–	0.01%	58
2022 Q2	$33.2K	Buy	+138	New	+$33.6K	0.01%	69
2022 Q1	–	Sell	-141	Closed	-$42.9K	–	63
2021 Q4	$42.9K	Buy	+141	New	+$41.4K	0.01%	47
2021 Q3	–	Sell	-79	Closed	-$22.7K	–	83
2021 Q2	$22.7K	Buy	+79	New	+$23.2K	﹤0.01%	64
2020 Q4	–	Sell	-35	Closed	-$10.4K	–	73
2020 Q3	$10.4K	Buy	+35	New	+$10.1K	﹤0.01%	62

Other funds holding APD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Artemis Wealth Advisors's APD Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 136 shares — an estimated $38.5K sold.

Artemis Wealth Advisors first reported a position in APD in Q3 2020 and held it in 7 quarters. The position peaked at $42.9K in Q4 2021. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

Artemis Wealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 136 Air Products & Chemicals shares in Q4 2023, an estimated $38.5K.
Artemis Wealth Advisors first reported a position in Air Products & Chemicals in Q3 2020 and held it in 7 quarters.
Artemis Wealth Advisors's Air Products & Chemicals position peaked at $42.9K in Q4 2021.
1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.