Core Wealth Advisors (Florida)’s Air Products & Chemicals APD Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-40	Closed	-$11.3K	–	265
2023 Q3	$11.3K	Hold	40	–	–	﹤0.01%	146
2023 Q2	$12K	Hold	40	–	–	﹤0.01%	144
2023 Q1	$11.5K	Hold	40	–	–	﹤0.01%	142
2022 Q4	$12.3K	Buy	+40	New	+$11.3K	0.01%	146
2020 Q2	–	Sell	-19	Closed	-$4K	–	130
2020 Q1	$4K	Buy	19 +9	+90%	+$2.05K	﹤0.01%	110
2019 Q4	$2K	Buy	+10	New	+$2.26K	﹤0.01%	111

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s APD Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 40 shares — an estimated $11.3K sold.

Core Wealth Advisors (Florida) first reported a position in APD in Q4 2019 and held it in 6 quarters. The position peaked at $12.3K in Q4 2022. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 40 Air Products & Chemicals shares in Q4 2023, an estimated $11.3K.
Core Wealth Advisors (Florida) first reported a position in Air Products & Chemicals in Q4 2019 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Air Products & Chemicals position peaked at $12.3K in Q4 2022.
1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.