Cedar Brook Financial Partners’s Air Products & Chemicals APD Stock Holding History

Cedar Brook Financial 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 Q2	–	Sell	-855	Closed	-$207K	–	45
2024 Q1	$207K	Sell	855 -91	-10%	-$22.3K	0.04%	416
2023 Q4	$250K	Sell	946 -74	-7%	-$20.3K	0.06%	333
2023 Q3	$289K	Buy	1,020 +72	+8%	+$21.1K	0.08%	263
2023 Q2	$284K	Buy	948 +209	+28%	+$59.5K	0.07%	293
2023 Q1	$212K	Sell	739 -143	-16%	-$41.7K	0.05%	353
2022 Q4	$272K	Buy	+882	New	+$249K	0.08%	282
2022 Q1	–	Sell	-702	Closed	-$214K	–	381
2021 Q4	$214K	Buy	+702	New	+$206K	0.05%	346

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cedar Brook Financial Partners's APD Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 855 shares — an estimated $207K sold.

Cedar Brook Financial Partners first reported a position in APD in Q4 2021 and held it in 7 quarters. The position peaked at $289K in Q3 2023. 1,678 funds tracked by Wall St. Rank hold APD as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 855 Air Products & Chemicals shares in Q2 2024, an estimated $207K.
Cedar Brook Financial Partners first reported a position in Air Products & Chemicals in Q4 2021 and held it in 7 quarters.
Cedar Brook Financial Partners's Air Products & Chemicals position peaked at $289K in Q3 2023.
1,678 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.