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Caliber Wealth Management (Utah)’s Air Products & Chemicals APD Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		– Sell
-1,040
Closed -$321K – 62
2022
Q4 		$321K Buy
+1,040
New +$293K 0.25% 73

Other funds holding APD

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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

Caliber Wealth Management (Utah)'s APD Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Air Products & Chemicals (APD) in Q1 2023, closing a stake of 1,040 shares — an estimated $321K sold.

Caliber Wealth Management (Utah) first reported a position in APD in Q4 2022 and held it in 1 quarter. The position peaked at $321K in Q4 2022. 1,584 funds tracked by Wall St. Rank hold APD as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Air Products & Chemicals position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 1,040 Air Products & Chemicals shares in Q1 2023, an estimated $321K.
  • Caliber Wealth Management (Utah) first reported a position in Air Products & Chemicals in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Air Products & Chemicals position peaked at $321K in Q4 2022.
  • 1,584 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.