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B.O.S.S. Retirement Advisors’s Air Products & Chemicals APD Stock Holding History

B.O.S.S. Retirement 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
-921
Closed -$252K – 132
2023
Q4 		$252K Buy
+921
New +$253K 0.05% 221
2023
Q3 		– Sell
-677
Closed -$202K – 236
2023
Q2 		$202K Buy
+677
New +$193K 0.04% 237

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B.O.S.S. Retirement Advisors's APD Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 921 shares — an estimated $252K sold.

B.O.S.S. Retirement Advisors first reported a position in APD in Q2 2023 and held it in 2 quarters. The position peaked at $252K in Q4 2023. 1,654 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 921 Air Products & Chemicals shares in Q1 2024, an estimated $252K.
  • B.O.S.S. Retirement Advisors first reported a position in Air Products & Chemicals in Q2 2023 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Air Products & Chemicals position peaked at $252K in Q4 2023.
  • 1,654 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.