CBFP
APD icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return