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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 – 490
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 $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bellwether Advisors's APD Position: Q4 2023 in Review

Bellwether Advisors sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 1,768 shares — an estimated $501K sold.

Bellwether Advisors first reported a position in APD in Q1 2021 and held it in 9 quarters. The position peaked at $501K in Q3 2023. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Bellwether Advisors reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Bellwether Advisors sold 1,768 Air Products & Chemicals shares in Q4 2023, an estimated $501K.
  • Bellwether Advisors first reported a position in Air Products & Chemicals in Q1 2021 and held it in 9 quarters.
  • Bellwether Advisors's Air Products & Chemicals position peaked at $501K in Q3 2023.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Bellwether Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.