Bouvel Investment Partners’s Air Products & Chemicals APD Stock Holding History

Bouvel Investment Partners’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
2024 Q1	–	Sell	-867	Closed	-$237K	–	76
2023 Q4	$237K	Hold	867	–	–	0.11%	76
2023 Q3	$246K	Hold	867	–	–	0.13%	76
2023 Q2	$260K	Hold	867	–	–	0.14%	72
2023 Q1	$249K	Hold	867	–	–	0.15%	69
2022 Q4	$267K	Hold	867	–	–	0.17%	67
2022 Q3	$202K	Hold	867	–	–	0.13%	67
2022 Q2	$208K	Hold	867	–	–	0.16%	65
2022 Q1	$217K	Hold	867	–	–	0.13%	64
2021 Q4	$264K	Buy	+867	New	+$255K	0.15%	65

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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bouvel Investment Partners's APD Position: Q1 2024 in Review

Bouvel Investment Partners sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 867 shares — an estimated $237K sold.

Bouvel Investment Partners first reported a position in APD in Q4 2021 and held it in 9 quarters. The position peaked at $267K in Q4 2022. 1,654 funds tracked by Wall St. Rank hold APD as of Q1 2024.

Bouvel Investment Partners reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
Bouvel Investment Partners sold 867 Air Products & Chemicals shares in Q1 2024, an estimated $237K.
Bouvel Investment Partners first reported a position in Air Products & Chemicals in Q4 2021 and held it in 9 quarters.
Bouvel Investment Partners's Air Products & Chemicals position peaked at $267K in Q4 2022.
1,654 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Bouvel Investment Partners's 13F filing for Q1 2024, filed 16 Apr 2024.