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

Catalyst 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
2023
Q1 		$1.3M Buy
4,519
+260
+6% +$75.9K 1.22% 30
2022
Q4 		$1.31M Buy
+4,259
New +$1.2M 1.24% 29

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 $3.37T AUM 44.26% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catalyst Wealth Management's APD Position: Q1 2023 in Review

Catalyst Wealth Management increased its Air Products & Chemicals (APD) stake by 6.1% in Q1 2023, buying an estimated $75.9K and bringing the position to 4,519 shares worth $1.3M. The position accounts for 1.22% of the portfolio, ranked #30.

Catalyst Wealth Management first reported a position in APD in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.31M in Q4 2022. 1,586 funds tracked by Wall St. Rank hold APD as of Q1 2023.

  • Catalyst Wealth Management held 4,519 shares of Air Products & Chemicals worth $1.3M as of Q1 2023.
  • Catalyst Wealth Management bought 260 Air Products & Chemicals shares in Q1 2023, an estimated $75.9K.
  • Air Products & Chemicals made up 1.22% of Catalyst Wealth Management's portfolio in Q1 2023, its #30 holding.
  • Catalyst Wealth Management first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's Air Products & Chemicals position peaked at $1.31M in Q4 2022.
  • 1,586 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.