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Consolidated Planning Corp’s Air Products & Chemicals APD Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-12,699
Closed -$3.48M – 186
2023
Q4 		$3.48M Buy
12,699
+1,134
+10% +$312K 0.65% 49
2023
Q3 		$3.28M Buy
+11,565
New +$3.39M 0.73% 46
2021
Q4 		– Sell
-277
Closed -$71K – 87
2021
Q3 		$71K Buy
+277
New +$76.6K 0.05% 130

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Consolidated Planning Corp's APD Position: Q1 2024 in Review

Consolidated Planning Corp sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 12,699 shares — an estimated $3.48M sold.

Consolidated Planning Corp first reported a position in APD in Q3 2021 and held it in 3 quarters. The position peaked at $3.48M in Q4 2023. 1,654 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • Consolidated Planning Corp reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 12,699 Air Products & Chemicals shares in Q1 2024, an estimated $3.48M.
  • Consolidated Planning Corp first reported a position in Air Products & Chemicals in Q3 2021 and held it in 3 quarters.
  • Consolidated Planning Corp's Air Products & Chemicals position peaked at $3.48M in Q4 2023.
  • 1,654 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Consolidated Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.