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

Baystate 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
2023
Q4 		$130K Buy
476
+4
+0.8% +$1.1K 0.01% 249
2023
Q3 		$134K Hold
472
– – 0.01% 228
2023
Q2 		$141K Sell
472
-74
-14% -$21.1K 0.01% 219
2023
Q1 		$157K Buy
546
+15
+3% +$4.38K 0.01% 205
2022
Q4 		$164K Sell
531
-1
-0.2% -$282 0.02% 205
2022
Q3 		$124K Buy
532
+3
+0.6% +$743 0.01% 213
2022
Q2 		$127K Sell
529
-38
-7% -$9.24K 0.01% 212
2022
Q1 		$142K Buy
567
+31
+6% +$7.97K 0.01% 204
2021
Q4 		$163K Buy
536
+16
+3% +$4.7K 0.01% 195
2021
Q3 		$133K Hold
520
– – 0.01% 187
2021
Q2 		$150K Buy
520
+1
+0.2% +$294 0.01% 170
2021
Q1 		$146K Buy
519
+49
+10% +$13.3K 0.02% 158
2020
Q4 		$129K Sell
470
-1
-0.2% -$282 0.01% 150
2020
Q3 		$140K Buy
471
+1
+0.2% +$288 0.02% 136
2020
Q2 		$114K Sell
470
-10
-2% -$2.28K 0.01% 145
2020
Q1 		$96K Sell
480
-38
-7% -$8.66K 0.01% 143
2019
Q4 		$122K Hold
518
– – 0.01% 149
2019
Q3 		$115K Buy
518
+39
+8% +$8.78K 0.02% 143
2019
Q2 		$110K Sell
479
-6
-1% -$1.24K 0.01% 145
2019
Q1 		$97K Buy
485
+6
+1% +$1.03K 0.01% 150
2018
Q4 		$76K Hold
479
– – 0.01% 161
2018
Q3 		$77K Buy
479
+3
+0.6% +$488 0.01% 148
2018
Q2 		$75K Sell
476
-273
-36% -$44.6K 0.01% 152
2018
Q1 		$124K Hold
749
– – 0.02% 113
2017
Q4 		$126K Hold
749
– – 0.02% 110
2017
Q3 		$114K Hold
749
– – 0.02% 111
2017
Q2 		$109K Sell
749
-348
-32% -$49.5K 0.02% 107
2017
Q1 		$149K Buy
1,097
+433
+65% +$61K 0.03% 93
2016
Q4 		$96K Buy
+664
New +$92.9K 0.02% 108
2013
Q3 		– Sell
-351
Closed -$30K – 40
2013
Q2 		$30K Buy
+351
New +$29.5K 0.01% 124

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's APD Position: Q4 2023 in Review

Baystate Wealth Management increased its Air Products & Chemicals (APD) stake by 0.85% in Q4 2023, buying an estimated $1.1K and bringing the position to 476 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #249.

Baystate Wealth Management first reported a position in APD in Q2 2013 and has held it in 30 quarters since. The position peaked at $164K in Q4 2022. 1,714 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Baystate Wealth Management held 476 shares of Air Products & Chemicals worth $130K as of Q4 2023.
  • Baystate Wealth Management bought 4 Air Products & Chemicals shares in Q4 2023, an estimated $1.1K.
  • Air Products & Chemicals made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #249 holding.
  • Baystate Wealth Management first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Air Products & Chemicals position peaked at $164K in Q4 2022.
  • 1,714 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.