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Deane Retirement Strategies’s Air Products & Chemicals APD Stock Holding History

Deane Retirement Strategies’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
-6,455
Closed -$1.93M – 58
2023
Q2 		$1.93M Buy
6,455
+51
+0.8% +$14.5K 1.06% 28
2023
Q1 		$1.84M Buy
6,404
+6,400
+160,000% +$1.87M 1.01% 32
2022
Q4 		$1.23K Sell
4
-8,729
-100% -$2.46M ﹤0.01% 67
2022
Q3 		$2.03M Buy
8,733
+250
+3% +$61.9K 1.25% 15
2022
Q2 		$2.06M Sell
8,483
-96
-1% -$23.3K 1.28% 15
2022
Q1 		$2.14M Sell
8,579
-29
-0.3% -$7.45K 1.18% 23
2021
Q4 		$2.62M Buy
+8,608
New +$2.53M 1.38% 22

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Deane Retirement Strategies's APD Position: Q3 2023 in Review

Deane Retirement Strategies sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 6,455 shares — an estimated $1.93M sold.

Deane Retirement Strategies first reported a position in APD in Q4 2021 and held it in 7 quarters. The position peaked at $2.62M in Q4 2021. 1,627 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • Deane Retirement Strategies reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
  • Deane Retirement Strategies sold 6,455 Air Products & Chemicals shares in Q3 2023, an estimated $1.93M.
  • Deane Retirement Strategies first reported a position in Air Products & Chemicals in Q4 2021 and held it in 7 quarters.
  • Deane Retirement Strategies's Air Products & Chemicals position peaked at $2.62M in Q4 2021.
  • 1,627 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Deane Retirement Strategies's 13F filing for Q3 2023, filed 25 Oct 2023.