Financial Gravity Asset Management’s Air Products & Chemicals APD Stock Holding History

Financial Gravity Asset 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	$774	Sell	3 -16	-84%	-$4.06K	﹤0.01%	851
2024 Q1	$4.49K	Buy	19 +3	+19%	+$735	﹤0.01%	588
2023 Q4	$5.17K	Buy	+16	New	+$4.4K	﹤0.01%	589
2021 Q3	$256K	Hold	1	–	–	0.12%	142
2021 Q2	$288K	Buy	+1	New	+$294	0.1%	129
2020 Q4	$1K	Buy	+4	New	+$1.13K	﹤0.01%	371
2019 Q4	$235K	Sell	76 -14	-16%	-$3.16K	0.16%	88
2019 Q3	$20K	Buy	90 +66	+275%	+$14.8K	0.02%	446
2019 Q2	$5K	Sell	24 -29	-55%	-$6K	﹤0.01%	679
2019 Q1	$10K	Buy	+53	New	+$9.12K	0.01%	547
2018 Q3	$4K	Sell	28 -1	-3%	-$163	﹤0.01%	755
2018 Q2	$5K	Buy	29 +8	+38%	+$1.31K	﹤0.01%	726
2018 Q1	$3K	Buy	+21	New	+$3.46K	﹤0.01%	825

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 $717B AUM 35.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's APD Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Air Products & Chemicals (APD) stake by 84% in Q2 2024, selling an estimated $4.06K and leaving 3 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Financial Gravity Asset Management first reported a position in APD in Q1 2018 and has held it in 13 quarters since. The position peaked at $288K in Q2 2021. 1,677 funds tracked by Wall St. Rank hold APD as of Q2 2024.

Financial Gravity Asset Management held 3 shares of Air Products & Chemicals worth $774 as of Q2 2024.
Financial Gravity Asset Management sold 16 Air Products & Chemicals shares in Q2 2024, an estimated $4.06K.
Air Products & Chemicals made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #851 holding.
Financial Gravity Asset Management first reported a position in Air Products & Chemicals in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Air Products & Chemicals position peaked at $288K in Q2 2021.
1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.