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DFPG Investments’s Air Products & Chemicals APD Stock Holding History

DFPG Investments’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 		$2.74M Buy
10,132
+240
+2% +$66K 0.21% 115
2023
Q3 		$2.61M Buy
9,892
+2,362
+31% +$693K 0.24% 106
2023
Q2 		$2.25M Buy
7,530
+1,146
+18% +$326K 0.2% 119
2023
Q1 		$1.83M Buy
6,384
+3,909
+158% +$1.14M 0.2% 115
2022
Q4 		$774K Buy
+2,475
New +$697K 0.13% 183

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DFPG Investments's APD Position: Q4 2023 in Review

DFPG Investments increased its Air Products & Chemicals (APD) stake by 2.4% in Q4 2023, buying an estimated $66K and bringing the position to 10,132 shares worth $2.74M. The position accounts for 0.21% of the portfolio, ranked #115.

DFPG Investments first reported a position in APD in Q4 2022 and has held it in 5 quarters since. 1,714 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • DFPG Investments held 10,132 shares of Air Products & Chemicals worth $2.74M as of Q4 2023.
  • DFPG Investments bought 240 Air Products & Chemicals shares in Q4 2023, an estimated $66K.
  • Air Products & Chemicals made up 0.21% of DFPG Investments's portfolio in Q4 2023, its #115 holding.
  • DFPG Investments first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 5 quarters since.
  • 1,714 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.