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

Cassady Schiller 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
2024
Q4 		$41.2K Buy
142
+11
+8% +$3.45K 0.02% 221
2024
Q3 		$39K Hold
131
– – 0.01% 223
2024
Q2 		$33.8K Hold
131
– – 0.01% 229
2024
Q1 		$31.7K Hold
131
– – 0.01% 243
2023
Q4 		$35.9K Hold
131
– – 0.02% 226
2023
Q3 		$37.1K Hold
131
– – 0.02% 217
2023
Q2 		$39.2K Hold
131
– – 0.02% 216
2023
Q1 		$37.6K Sell
131
-14
-10% -$4.09K 0.02% 222
2022
Q4 		$44.7K Buy
+145
New +$40.9K 0.03% 204
2022
Q1 		– Sell
-136
Closed -$41K – 140
2021
Q4 		$41K Buy
+136
New +$39.9K 0.02% 215

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Cassady Schiller Wealth Management's APD Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Air Products & Chemicals (APD) stake by 8.4% in Q4 2024, buying an estimated $3.45K and bringing the position to 142 shares worth $41.2K. The position accounts for 0.02% of the portfolio, ranked #221.

Cassady Schiller Wealth Management first reported a position in APD in Q4 2021 and has held it in 10 quarters since. The position peaked at $44.7K in Q4 2022. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Cassady Schiller Wealth Management held 142 shares of Air Products & Chemicals worth $41.2K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 11 Air Products & Chemicals shares in Q4 2024, an estimated $3.45K.
  • Air Products & Chemicals made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #221 holding.
  • Cassady Schiller Wealth Management first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Air Products & Chemicals position peaked at $44.7K in Q4 2022.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.