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Bellwether Advisors’s Air Products & Chemicals APD Stock Holding History

Bellwether 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
Q4 		– Sell
-1,768
Closed -$501K – 115
2023
Q3 		$501K Buy
+1,768
New +$519K 0.14% 86
2023
Q1 		– Sell
-23
Closed -$7.09K – 492
2022
Q4 		$7.09K Buy
23
+6
+35% +$1.69K ﹤0.01% 292
2022
Q3 		$3K Hold
17
– – ﹤0.01% 348
2022
Q2 		$4K Hold
17
– – ﹤0.01% 289
2022
Q1 		$4K Hold
17
– – ﹤0.01% 376
2021
Q4 		$5K Hold
17
– – ﹤0.01% 386
2021
Q3 		$4K Hold
17
– – ﹤0.01% 380
2021
Q2 		$4K Hold
17
– – ﹤0.01% 328
2021
Q1 		$4K Buy
+17
New +$4.62K ﹤0.01% 305

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $501B AUM 22.01% 1-Year Est. Return