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

Beaird Harris 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
2022
Q1 		– Sell
-1,000
Closed -$304K – 607
2021
Q4 		$304K Buy
+1,000
New +$294K 0.11% 90

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's APD Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2022, closing a stake of 1,000 shares — an estimated $304K sold.

Beaird Harris Wealth Management first reported a position in APD in Q4 2021 and held it in 1 quarter. The position peaked at $304K in Q4 2021. 1,482 funds tracked by Wall St. Rank hold APD as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,000 Air Products & Chemicals shares in Q1 2022, an estimated $304K.
  • Beaird Harris Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Air Products & Chemicals position peaked at $304K in Q4 2021.
  • 1,482 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.