Atlas Private Wealth Management’s Air Products & Chemicals APD Stock Holding History

Atlas Private 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
2024 Q1	$267K	Sell	1,103 -17	-2%	-$4.17K	0.11%	106
2023 Q4	$307K	Hold	1,120	–	–	0.14%	101
2023 Q3	$317K	Hold	1,120	–	–	0.17%	96
2023 Q2	$335K	Sell	1,120 -28	-2%	-$7.97K	0.18%	97
2023 Q1	$330K	Buy	1,148 +28	+3%	+$8.17K	0.2%	97
2022 Q4	$345K	Buy	1,120 +19	+2%	+$5.35K	0.16%	97
2022 Q3	$256K	Hold	1,101	–	–	0.19%	100
2022 Q2	$265K	Buy	1,101 +47	+4%	+$11.4K	0.18%	103
2022 Q1	$263K	Hold	1,054	–	–	0.15%	115
2021 Q4	$321K	Buy	+1,054	New	+$309K	0.18%	112
2021 Q2	–	Sell	-165	Closed	-$46K	–	129
2021 Q1	$46K	Hold	165	–	–	0.03%	192
2020 Q4	$45K	Hold	165	–	–	0.03%	197
2020 Q3	$49K	Hold	165	–	–	0.04%	187
2020 Q2	$40K	Sell	165 -166	-50%	-$37.9K	0.03%	209
2020 Q1	$66K	Hold	331	–	–	0.06%	164
2019 Q4	$78K	Buy	+331	New	+$74.7K	0.06%	172

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

Atlas Private Wealth Management's APD Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Air Products & Chemicals (APD) stake by 1.5% in Q1 2024, selling an estimated $4.17K and leaving 1,103 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #106.

Atlas Private Wealth Management first reported a position in APD in Q4 2019 and has held it in 16 quarters since. The position peaked at $345K in Q4 2022. 1,655 funds tracked by Wall St. Rank hold APD as of Q1 2024.

Atlas Private Wealth Management held 1,103 shares of Air Products & Chemicals worth $267K as of Q1 2024.
Atlas Private Wealth Management sold 17 Air Products & Chemicals shares in Q1 2024, an estimated $4.17K.
Air Products & Chemicals made up 0.11% of Atlas Private Wealth Management's portfolio in Q1 2024, its #106 holding.
Atlas Private Wealth Management first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 16 quarters since.
Atlas Private Wealth Management's Air Products & Chemicals position peaked at $345K in Q4 2022.
1,655 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.