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Balboa Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Balboa Wealth Partners’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
Q3 		– Sell
-1,381
Closed -$356K – 334
2024
Q2 		$356K Buy
+1,381
New +$350K 0.09% 164

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State Street
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Balboa Wealth Partners's APD Position: Q3 2024 in Review

Balboa Wealth Partners sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 1,381 shares — an estimated $356K sold.

Balboa Wealth Partners first reported a position in APD in Q2 2024 and held it in 1 quarter. The position peaked at $356K in Q2 2024. 1,672 funds tracked by Wall St. Rank hold APD as of Q3 2024.

  • Balboa Wealth Partners reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,381 Air Products & Chemicals shares in Q3 2024, an estimated $356K.
  • Balboa Wealth Partners first reported a position in Air Products & Chemicals in Q2 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Air Products & Chemicals position peaked at $356K in Q2 2024.
  • 1,672 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.