Financial Advocates Investment Management’s Air Products & Chemicals APD Stock Holding History

Financial Advocates Investment Management’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
2024 Q2	–	Sell	-881	Closed	-$213K	–	744
2024 Q1	$213K	Buy	+881	New	+$216K	0.01%	699
2023 Q2	–	Sell	-708	Closed	-$203K	–	699
2023 Q1	$203K	Buy	+708	New	+$207K	0.01%	683
2021 Q3	–	Sell	-1,169	Closed	-$336K	–	742
2021 Q2	$336K	Buy	1,169 +401	+52%	+$118K	0.02%	580
2021 Q1	$216K	Sell	768 -242	-24%	-$65.8K	0.02%	695
2020 Q4	$276K	Sell	1,010 -73	-7%	-$20.6K	0.02%	587
2020 Q3	$322K	Buy	+1,083	New	+$312K	0.03%	464

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's APD Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 881 shares — an estimated $213K sold.

Financial Advocates Investment Management first reported a position in APD in Q3 2020 and held it in 6 quarters. The position peaked at $336K in Q2 2021. 1,676 funds tracked by Wall St. Rank hold APD as of Q2 2024.

Financial Advocates Investment Management reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 881 Air Products & Chemicals shares in Q2 2024, an estimated $213K.
Financial Advocates Investment Management first reported a position in Air Products & Chemicals in Q3 2020 and held it in 6 quarters.
Financial Advocates Investment Management's Air Products & Chemicals position peaked at $336K in Q2 2021.
1,676 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.