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Engrave Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Engrave Wealth Partners’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 		$238K Buy
871
+26
+3% +$7.15K 0.07% 69
2023
Q3 		$239K Hold
845
– – 0.07% 62
2023
Q2 		$253K Buy
+845
New +$241K 0.08% 56
2020
Q3 		– Sell
-10
Closed -$2K – 75
2020
Q2 		$2K Hold
10
– – ﹤0.01% 382
2020
Q1 		$1K Sell
10
-27
-73% -$6.15K ﹤0.01% 377
2019
Q4 		$8K Buy
+37
New +$8.35K 0.01% 315

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Engrave Wealth Partners's APD Position: Q4 2023 in Review

Engrave Wealth Partners increased its Air Products & Chemicals (APD) stake by 3.1% in Q4 2023, buying an estimated $7.15K and bringing the position to 871 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #69.

Engrave Wealth Partners first reported a position in APD in Q4 2019 and has held it in 6 quarters since. The position peaked at $253K in Q2 2023. 1,716 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Engrave Wealth Partners held 871 shares of Air Products & Chemicals worth $238K as of Q4 2023.
  • Engrave Wealth Partners bought 26 Air Products & Chemicals shares in Q4 2023, an estimated $7.15K.
  • Air Products & Chemicals made up 0.07% of Engrave Wealth Partners's portfolio in Q4 2023, its #69 holding.
  • Engrave Wealth Partners first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 6 quarters since.
  • Engrave Wealth Partners's Air Products & Chemicals position peaked at $253K in Q2 2023.
  • 1,716 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.