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

Cherry Tree 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
Q3 		– Sell
-1
Closed -$300 – 588
2023
Q2 		$300 Buy
+1
New +$285 ﹤0.01% 584

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $1.61T AUM 30.72% 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

Cherry Tree Wealth Management's APD Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 1 share — an estimated $300 sold.

Cherry Tree Wealth Management first reported a position in APD in Q2 2023 and held it in 1 quarter. The position peaked at $300 in Q2 2023. 1,628 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1 Air Products & Chemicals share in Q3 2023, an estimated $300.
  • Cherry Tree Wealth Management first reported a position in Air Products & Chemicals in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Air Products & Chemicals position peaked at $300 in Q2 2023.
  • 1,628 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.