APW
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Axim Planning & Wealth’s Air Products & Chemicals APD Stock Holding History

Axim Planning & 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
2022
Q4 		– Sell
-169
Closed -$39K – 32
2022
Q3 		$39K Sell
169
-20
-11% -$4.95K 0.04% 56
2022
Q2 		$45K Buy
+189
New +$46K 0.03% 46

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Axim Planning & Wealth's APD Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 169 shares — an estimated $39K sold.

Axim Planning & Wealth first reported a position in APD in Q2 2022 and held it in 2 quarters. The position peaked at $45K in Q2 2022. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 169 Air Products & Chemicals shares in Q4 2022, an estimated $39K.
  • Axim Planning & Wealth first reported a position in Air Products & Chemicals in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Air Products & Chemicals position peaked at $45K in Q2 2022.
  • 1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.