Bromfield Sneider Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$64.2K	Hold	265	–	–	0.04%	63
2023 Q4	$72.6K	Hold	265	–	–	0.05%	60
2023 Q3	$75.1K	Sell	265 -35	-12%	-$10.3K	0.06%	55
2023 Q2	$89.9K	Hold	300	–	–	0.07%	51
2023 Q1	$86.2K	Hold	300	–	–	0.07%	50
2022 Q4	$92.5K	Hold	300	–	–	0.09%	45
2022 Q3	$70K	Hold	300	–	–	0.08%	48
2022 Q2	$72K	Hold	300	–	–	0.09%	50
2022 Q1	$75K	Buy	+300	New	+$77.1K	0.08%	57

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Bromfield Sneider Wealth Advisors's APD Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Air Products & Chemicals (APD) position steady in Q1 2024 at 265 shares worth $64.2K. The position accounts for 0.04% of the portfolio, ranked #63.

Bromfield Sneider Wealth Advisors first reported a position in APD in Q1 2022 and has held it in 9 quarters since. The position peaked at $92.5K in Q4 2022. 1,658 funds tracked by Wall St. Rank hold APD as of Q1 2024.

Bromfield Sneider Wealth Advisors held 265 shares of Air Products & Chemicals worth $64.2K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Air Products & Chemicals share count unchanged in Q1 2024.
Air Products & Chemicals made up 0.04% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #63 holding.
Bromfield Sneider Wealth Advisors first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Air Products & Chemicals position peaked at $92.5K in Q4 2022.
1,658 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.