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Blue Bell Private Wealth Management’s Air Products & Chemicals APD Stock Holding History

Blue Bell Private 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
Q4 		– Sell
-75
Closed -$17K – 693
2022
Q3 		$17K Sell
75
-50
-40% -$12.4K 0.01% 314
2022
Q2 		$30K Hold
125
– – 0.01% 262
2022
Q1 		$31K Hold
125
– – 0.01% 269
2021
Q4 		$38K Buy
+125
New +$36.7K 0.01% 227

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Bell Private Wealth Management's APD Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 75 shares — an estimated $17K sold.

Blue Bell Private Wealth Management first reported a position in APD in Q4 2021 and held it in 4 quarters. The position peaked at $38K in Q4 2021. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 75 Air Products & Chemicals shares in Q4 2022, an estimated $17K.
  • Blue Bell Private Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Air Products & Chemicals position peaked at $38K in Q4 2021.
  • 1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.