BDO Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

BDO Wealth 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
2023 Q2	$26.7K	Buy	89 +45	+102%	+$12.8K	﹤0.01%	531
2023 Q1	$12.6K	Sell	44 -27	-38%	-$7.88K	﹤0.01%	659
2022 Q4	$21.9K	Sell	71 -11	-13%	-$3.1K	﹤0.01%	563
2022 Q3	$19K	Hold	82	–	–	﹤0.01%	580
2022 Q2	$20K	Hold	82	–	–	﹤0.01%	562
2022 Q1	$20K	Hold	82	–	–	﹤0.01%	591
2021 Q4	$25K	Buy	82 +54	+193%	+$15.9K	﹤0.01%	578
2021 Q3	$7K	Hold	28	–	–	﹤0.01%	771
2021 Q2	$8K	Hold	28	–	–	﹤0.01%	784
2021 Q1	$8K	Sell	28 -500	-95%	-$136K	﹤0.01%	766
2020 Q4	$144K	Sell	528 -15	-3%	-$4.22K	0.02%	261
2020 Q3	$162K	Buy	543 +32	+6%	+$9.21K	0.03%	239
2020 Q2	$123K	Hold	511	–	–	0.02%	260
2020 Q1	$102K	Buy	+511	New	+$116K	0.02%	270
2019 Q2	–	Sell	-81	Closed	-$15K	–	612
2019 Q1	$15K	Hold	81	–	–	﹤0.01%	388
2018 Q4	$13K	Sell	81 -3	-4%	-$476	﹤0.01%	379
2018 Q3	$14K	Sell	84 -25	-23%	-$4.07K	﹤0.01%	423
2018 Q2	$17K	Sell	109 -1	-0.9%	-$164	0.01%	395
2018 Q1	$17K	Buy	110 +99	+900%	+$16.3K	0.01%	343
2017 Q4	$2K	Buy	+11	New	+$1.75K	﹤0.01%	419

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BDO Wealth Advisors's APD Position: Q2 2023 in Review

BDO Wealth Advisors increased its Air Products & Chemicals (APD) stake by 102% in Q2 2023, buying an estimated $12.8K and bringing the position to 89 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

BDO Wealth Advisors first reported a position in APD in Q4 2017 and has held it in 20 quarters since. The position peaked at $162K in Q3 2020. 1,619 funds tracked by Wall St. Rank hold APD as of Q2 2023.

BDO Wealth Advisors held 89 shares of Air Products & Chemicals worth $26.7K as of Q2 2023.
BDO Wealth Advisors bought 45 Air Products & Chemicals shares in Q2 2023, an estimated $12.8K.
Air Products & Chemicals made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #531 holding.
BDO Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 20 quarters since.
BDO Wealth Advisors's Air Products & Chemicals position peaked at $162K in Q3 2020.
1,619 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.