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BAAM
Baker Avenue Asset Management’s
Air Products & Chemicals
APD
Stock Holding History
Baker Avenue Asset 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
2025
Q3
–
Sell
-1,655
Closed
-$467K
–
631
2025
Q2
$467K
Sell
1,655
-8
-0.5%
-$2.19K
0.01%
307
2025
Q1
$491K
Buy
1,663
+123
+8%
+$37.9K
0.02%
300
2024
Q4
$447K
Buy
1,540
+34
+2%
+$10.7K
0.01%
307
2024
Q3
$448K
Sell
1,506
-12
-0.8%
-$3.28K
0.01%
300
2024
Q2
$392K
Buy
1,518
+17
+1%
+$4.31K
0.01%
284
2024
Q1
$364K
Sell
1,501
-4
-0.3%
-$980
0.01%
284
2023
Q4
$412K
Sell
1,505
-34
-2%
-$9.35K
0.02%
274
2023
Q3
$436K
Sell
1,539
-57
-4%
-$16.7K
0.02%
269
2023
Q2
$478K
Buy
1,596
+5
+0.3%
+$1.42K
0.02%
268
2023
Q1
$457K
Sell
1,591
-1,852
-54%
-$541K
0.02%
273
2022
Q4
$1.06M
Buy
3,443
+1,689
+96%
+$476K
0.06%
168
2022
Q3
$408K
Sell
1,754
-172
-9%
-$42.6K
0.03%
254
2022
Q2
$463K
Sell
1,926
-46,338
-96%
-$11.3M
0.03%
221
2022
Q1
$12.1M
Sell
48,264
-25,760
-35%
-$6.62M
0.65%
52
2021
Q4
$22.5M
Buy
74,024
+3,503
+5%
+$1.03M
1.15%
29
2021
Q3
$18.1M
Buy
70,521
+480
+0.7%
+$133K
1.05%
32
2021
Q2
$20.1M
Buy
70,041
+2,551
+4%
+$749K
1.17%
32
2021
Q1
$19M
Buy
67,490
+49,471
+275%
+$13.4M
1.21%
32
2020
Q4
$4.92M
Buy
18,019
+379
+2%
+$107K
0.34%
65
2020
Q3
$5.25M
Buy
17,640
+2,834
+19%
+$815K
0.4%
57
2020
Q2
$3.58M
Buy
+14,806
New
+$3.38M
0.29%
68
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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