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

BerganKDV 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 Q2	$1.8K	Sell	6 -59	-91%	-$16.8K	﹤0.01%	702
2023 Q1	$18.7K	Buy	65 +57	+713%	+$16.6K	﹤0.01%	525
2022 Q4	$2.47K	Sell	8 -109	-93%	-$30.7K	﹤0.01%	777
2022 Q3	$27K	Buy	117 +1	+0.9%	+$248	﹤0.01%	447
2022 Q2	$28K	Hold	116	–	–	﹤0.01%	450
2022 Q1	$29K	Hold	116	–	–	﹤0.01%	467
2021 Q4	$35K	Sell	116 -350	-75%	-$103K	﹤0.01%	469
2021 Q3	$119K	Buy	466 +350	+302%	+$96.8K	0.01%	301
2021 Q2	$33K	Hold	116	–	–	﹤0.01%	441
2021 Q1	$33K	Hold	116	–	–	﹤0.01%	419
2020 Q4	$32K	Buy	116 +110	+1,833%	+$31K	﹤0.01%	403
2020 Q3	$2K	Hold	6	–	–	﹤0.01%	677
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	817
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	783
2019 Q4	$1K	Buy	+6	New	+$1.35K	﹤0.01%	818

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 $3.38T AUM 44.17% 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

BerganKDV Wealth Management's APD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Air Products & Chemicals (APD) stake by 91% in Q2 2023, selling an estimated $16.8K and leaving 6 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

BerganKDV Wealth Management first reported a position in APD in Q4 2019 and has held it in 15 quarters since. The position peaked at $119K in Q3 2021. 1,617 funds tracked by Wall St. Rank hold APD as of Q2 2023.

BerganKDV Wealth Management held 6 shares of Air Products & Chemicals worth $1.8K as of Q2 2023.
BerganKDV Wealth Management sold 59 Air Products & Chemicals shares in Q2 2023, an estimated $16.8K.
Air Products & Chemicals made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #702 holding.
BerganKDV Wealth Management first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Air Products & Chemicals position peaked at $119K in Q3 2021.
1,617 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.