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Fiduciary Alliance’s Air Products & Chemicals APD Stock Holding History

Fiduciary Alliance’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
-9,072
Closed -$2.57M – 185
2023
Q3 		$2.57M Buy
9,072
+327
+4% +$95.9K 0.59% 45
2023
Q2 		$2.62M Buy
+8,745
New +$2.49M 0.56% 46
2023
Q1 		– Sell
-157
Closed -$48.4K – 177
2022
Q4 		$48.4K Buy
+157
New +$44.2K 0.01% 229

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
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
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

Fiduciary Alliance's APD Position: Q4 2023 in Review

Fiduciary Alliance sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 9,072 shares — an estimated $2.57M sold.

Fiduciary Alliance first reported a position in APD in Q4 2022 and held it in 3 quarters. The position peaked at $2.62M in Q2 2023. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Fiduciary Alliance reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 9,072 Air Products & Chemicals shares in Q4 2023, an estimated $2.57M.
  • Fiduciary Alliance first reported a position in Air Products & Chemicals in Q4 2022 and held it in 3 quarters.
  • Fiduciary Alliance's Air Products & Chemicals position peaked at $2.62M in Q2 2023.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Fiduciary Alliance's 13F filing for Q4 2023, filed 17 Jan 2024.